Broker Check

Our Services

Asset Management

You require comprehensive and attentive asset management to help pursue your portfolio's total returns in light of your risk tolerance. We construct each investment portfolio after an extensive analysis of your risk tolerance, investment objectives and time horizon.

After ascertaining these factors, we design an investment strategy to with the goal to meet your needs, based on your investor profile. We believe the key to effective asset management is creating and maintaining a diversified investment portfolio that is designed to work for you for many years.

Financial and Retirement Planning

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

Download Our Free Retire Happy Ebook

If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Risk Management Strategies

Protecting yourself, your loved ones, your home or your business against unexpected events is a fundamental aspect of financial planning. Closing the gap on potential risks can be tricky without a comprehensive plan and process that methodically evaluates all potential risk factors.

That’s why risk analysis is an integral part of our ongoing process. We continually identify and analyze your risk factors and make objective and unbiased recommendations that help provide you with the confidence you seek.

  • Variable and Fixed Annuities
  • Life Insurance
  • Long Term Care Insurance

Educational Planning

Whether you’re paying tuition costs now or saving for a future goal, it’s important to ensure that your education strategy is compatible with working towards your retirement income and related financial objectives. Tax considerations and retirement income needs must be weighed and evaluated before choosing a specific strategy. It’s important to remember that while education expenses can be funded through borrowing, retirement expenses cannot.

Since we’re an independent firm, we’re under no pressure to recommend proprietary education savings programs or investment products. Our only concern is which program best meets your needs. The following are among the most popular education savings plans available today:

  • 529 Plans
  • Coverdell Education Savings Accounts
  • Uniform Gifts to Minors Act
  • Uniform Transfers to Minors Act

Legacy Planning and Charitable Giving

Charitable giving can provide tax benefits for you and your heirs. A full assessment of the short- and long-term tax and estate planning implications is conducted to helping you work toward your wealth management objectives.



This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59 1/2 are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.