Navesink Wealth Management is an Independent Investment Consulting Firm focused on comprehensive financial services and personalized wealth management. Locally owned and managed, we are committed to providing advice and services to individuals, families, businesses, institutions, and foundations.
We welcome the opportunity to explore your personal financial situation and gain your trust and confidence.

At Navesink Wealth Management we recognize the importance of our being held to the fiduciary standard, in advisory relationships, providing you with suitable investment management and professional advice. As an independent financial services firm, we focus solely on serving your needs. This provides you with the confidence you seek to pursue financial independence on your terms.

Navesink Wealth Management specializes in helping clients work towards their retirement goals. Whether you are in the accumulation phase or have already retired, a comprehensive strategy is critical in helping you:

Address your retirement income needs, desires and expenses
Maintain lifestyle choices and priorities
Seek to ensure that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals
We can help you develop a comprehensive plan to:

Identify and pursue your lifetime income goals
Strive to minimize taxes on income—now and during retirement
Evaluate the variables in your retirement plan to ensure alignment with your objectives
We can provide professional guidance for:

Retirement plan rollover options
Traditional and Roth IRAs
Retirement plans for self-employed individuals
Corporate retirement plans, including 401(k), 403b and Defined Benefit plans

Navesink Wealth Management

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