Navesink Wealth Management is a New Jersey-based independent financial advisory firm that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. As a fee-only firm, their revenue comes directly from clients, not from commissions on selling financial products, which is intended to align their interests with those of their clients. The firm offers services including financial planning, investment management, retirement planning, and estate planning, primarily serving individuals, families, and business owners. Their stated mission is to provide objective advice and personalized strategies to help clients achieve their long-term financial goals.

Founded in

United States