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Resource Partners

To provide diverse, specialized and exceptional service, we have initiated strategic relationships with the following firms:

As your Advisor, Navis Wealth Management will not be holding your assets. We have chosen the firm Charles Schwab, one of the largest and most trusted repositories for financial assets in the custody business today. In 2017, Schwab was selected as one of the Fortune Top 50 “World’s Most Admired Companies.” It is responsible for more than $3.36 trillion in client assets as of December 31, 2017. It also has exceptionally low debt levels, does no proprietary trading of its own firm capital, and does not leverage its own balance sheet. These are some of the reasons that it is one of the industry’s strongest financial firms and why we chose it to safeguard your assets. In short, it has one, and only one, business: to serve as a safe custodian for your funds.

Winner of 2017’s “Best Wealth Management Platform” award from FinTech Breakthrough, eMoney’s fully integrated platform delivers streamlined and sophisticated wealth planning capabilities throughout the advisor-client lifecycle. The platform includes an intuitive interface, financial planning options, aggregation capabilities, and diverse resources that, combined, facilitate outstanding collaboration and efficiency. Currently, it tracks more than $1.4 trillion in client assets; it is used by 46 out of the nation’s top 50 broker/dealers and by fifty percent of the top U.S. insurance companies.

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