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WELCOME TO NAVESINK WEALTH MANAGEMENT

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 objective advice and tailored strategies to individuals, families, businesses, institutions, and foundations. With offices in Middletown, New Jersey; Darien, Connecticut; and San Francisco, California, we proudly serve clients across the country while maintaining the personalized attention and trust of a local firm.


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About Us

About Us

Navesink Wealth Management is an Independent Investment Consulting Firm focused on comprehensive financial services…


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Process and Services

Process and Services

To address your goals of advancing and preserving your wealth we offer access to a breadth of services designed specifically with a goal to…

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LPL

LPL

LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation…


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The pace and complexity of managing modern finances leaves many people unprepared to achieve a successful financial future. If you are feeling less than confident about your future, having a comprehensive financial plan will help put you in control.

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