Navis Wealth Management Launches with Sanctuary Wealth Partners
INDIANAPOLIS--(BUSINESS WIRE)--Nov 5, 2018--Sanctuary Wealth Partners continues to grow its elite network of advisors with the formation of New York-based Navis Wealth Management, founded by Paul C. Fegan, Jr. and David S. Price.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20181105005559/en/
David S. Price, CFP® and Paul C. Fegan, Jr., CFP® (Photo: Business Wire)
“We are extremely honored that Paul and David chose Sanctuary as their partner to help launch Navis Wealth Management,” says Jim Dickson, President and Founder of Sanctuary. “The exemplary service they deliver and their commitment to fostering strong client relationships built on trust make them welcome additions to the Sanctuary family. We are equally excited to establish a presence in the dynamic New York market.”
Navis is a boutique wealth management advisory practice that creates highly personalized, custom financial plans and strategies for a select group of high-net-worth individuals and their families. Both Paul and David are CERTIFIED FINANCIAL PLANNERS™ with decades of experience in wealth management including tenures as Vice Presidents and Advisors with Merrill Lynch Wealth Management and as Managing Directors at a New York-based multi-family office.
“We are passionate about helping our clients find new solutions that can address all of the complexities of their financial lives,” Fegan reports. “We believe our new independent structure will help us better anticipate our clients’ needs and advance their long-term aspirations by allowing us to offer expanded services and enhanced client support through a robust, resource-rich platform.”
“Relationships matter and are the backbone of our business — we believe this applies not just to our clients, but to our strategic partners too,” states Price. “We want to be aligned with people and companies who want to grow the same way we do, which is precisely why we chose to make the move to Partnered Independence SM.”
“We are confident their deep industry experience and entrepreneurial spirit will enable Paul and David to scale Navis effectively and be strong members of the Sanctuary community,” says Dickson. “At Sanctuary, we are committed to helping independent Advisors like Paul and David grow their practices, by helping them explore opportunities so they can choose the best solutions and investments for their clients and grow their business for generations to come —while maintaining their independence and ownership equity, which we believe is essential to success.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP ® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
About Sanctuary Wealth Partners
Sanctuary Wealth Partners brings together an elite group of wealth Advisors, selected for their experience, impressive compliance and performance records. These talented, highly qualified Advisors operate as fiduciaries, maintaining their clients’ best interests as their primary focus. Partnered Independence SM ensures comprehensive support in all aspects of serving clients and growing their businesses through affiliation with Noyes Group, LLC, a full-service investment firm headquartered in the Midwest, with offices throughout the country. Through its subsidiaries, Sanctuary Securities and Sanctuary Advisors, this partner-owned firm offers a comprehensive menu of products and services to individual and institutional clients.
View source version on businesswire.com:https://www.businesswire.com/news/home/20181105005559/en/
CONTACT: Schwartz Public Relations
Barry M. Schwartz, 212-677-8700, ext. 118
KEYWORD: UNITED STATES NORTH AMERICA INDIANA NEW YORK
INDUSTRY KEYWORD: PROFESSIONAL SERVICES CONSULTING FINANCE OTHER PROFESSIONAL SERVICES
SOURCE: Sanctuary Wealth Partners
Copyright Business Wire 2018.
PUB: 11/05/2018 09:30 AM/DISC: 11/05/2018 09:30 AM