NavaSync Private Wealth
Financial Services • 
Shrewsbury, New Jersey, United States • 1-10 Employees
Company overview
| Headquarters | 1129 Broad St, Suite 104, Shrewsbury, New Jersey 07702, US |
| Phone number | +17325763800 |
| Websites | |
| NAICS | 52 |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Key Contact at NavaSync Private Wealth
Chris Paglia
Founder | Managing Partner
NavaSync Private Wealth Email Formats
NavaSync Private Wealth uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@navasync.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@navasync.com | 100% |
About NavaSync Private Wealth
NavaSync Private Wealth was founded in 2021 by Chris Paglia, CFP®, who has spent nearly 30 years providing clients with insightful, independent and individualized wealth management and investment planning advice. He specializes in helping self-made people grow and preserve their assets while focusing on their personal and financial goals. Chris leads a cohesive team of experienced wealth management professionals, dedicated to guiding successful families and individuals as they plan for their best possible financial future. Our team’s sincere passion for cultivating relationships is at the core of NavaSync’s values. We are dedicated to each family and individual as they navigate the complexity and sometimes unpredictability of their financial lives. We have the expertise to build comprehensive financial plans that synchronize with their values and goals. As a result, our clients have more time to enjoy what matters most in their lives as we journey with them every step of the way. As an independent firm, we own 100% of our business. We are not subject to a corporate agenda and we don’t need to put the concerns of shareholders above the best interests of our clients. We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor. We have the experience, expertise and passion to be your most trusted advisor. We invite you to contact us to learn how our service-first approach to our client relationships will give you greater confidence in handling your financial decisions.
NavaSync Private Wealth revenue & valuation
| Annual revenue | $256,665 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $821,328 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
NavaSync Private Wealth has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
NavaSync Private Wealth has never raised funding before.
NavaSync Private Wealth Tech Stack
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