Nav Wealth Partners

Nav Wealth Partners provides portfolio management and financial planning to individuals — including high‑net‑worth clients — and charitable organizations. The firm delivers ongoing advisory services on both a discretionary and non‑discretionary basis and documents client objectives and risk tolerances through Investment Policy Statements.

The firm’s investment process combines fundamental analysis and modern portfolio theory to build diversified portfolios aligned with each client’s IPS. Investment strategies include long‑term equity and fixed‑income allocations and the use of options strategies (including covered and uncovered positions and spreads), and the brochure notes that options trading carries heightened risk.

Nav Wealth Partners is notable among similar supported firms for acting as the portfolio manager of a wrap fee program and for having a supervised person who is a licensed insurance agent and participant on an insurance platform, arrangements the brochure discloses as potential conflicts of interest. The firm operates as a small supported advisory practice managing roughly $38 million across about 55 client relationships and requires clients to use specified custodians rather than leaving broker selection fully to client choice.