NavaSync Private Wealth was founded so that we could continue to act in your best interest— but without the constraints imposed by a corporate owner and their agenda. As an independent firm*, we are committed to finding ways to continually increase the value we can deliver to each of our client relationships. We are thrilled to show you the benefits our independence will bring to you.

* NavaSync Private Wealth is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC; however, we own 100% of our independent firm. To provide our clients with the services we offer, we are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor.

First and foremost, you will benefit from the collaborative approach we take in helping you identify your values and pursue your goals and dreams.

• Access to a Broader Marketplace: Because we’re independent and own our own firm, we work in an open architecture, which means that we can access practically any financial product, solution or investment vehicle that we think fits with your plan. We are incentivized only to find the best solutions for you.
• Robust Planning Solutions: We will be using advanced planning software from eMoney. This tool has robust capabilities that will allow you, and our team, to view, in real time, your complete financial picture, including assets held at other firms. eMoney also has a secure, user-friendly “Vault” which enables you to safely store important documents, such as trusts, wills, tax filings, insurance documents, titles, etc. You will be able to choose to share the uploaded documents with our team in cases where it is helpful for us to have access to them.
• Exceptional Client Service: With your best interests as our only agenda, our team is free to focus exclusively on addressing your individual service needs.

While we would have enjoyed the opportunity to share our plans with you in advance, legal considerations and contractual restrictions prevented us from doing so. We are committed to respecting and abiding by those covenants as investment professionals, even though it was personally challenging to not have the ability to speak with you beforehand. We hope you can appreciate the situation we were in.

We are able to leverage the technology, tools, and standardized processes available through Sanctuary Wealth that help maximize scalability and manage risk so that we can reinvest time where it matters most—with clients like you. By partnering with Sanctuary, we are able to deliver operational excellence, maintain a strong culture of compliance, and offer a robust cybersecurity program, which will safeguard the information clients entrust to our guidance. Sanctuary also empowers its partner firms with access to a vibrant community of like-minded, elite independent financial advisors. The advisors in this peer group share best practices and we can tap into our community’s intellectual capital to deliver more specialized expertise – and investment opportunities – to NavaSync’s clients.

The safety and security of your assets is of critical importance to us. With that in mind, and after a rigorous due diligence process, we selected Charles Schwab as our custodian based on their infrastructure, research, technology, and service capabilities. We are incredibly impressed with the measures they take to protect client assets, and we are reassured by their strength, size, and reputation in the industry. One of the largest and most trusted custodian firms in the country, Schwab leads the industry with over 3,500 independent advisors and administers $6.0 trillion in total client assets. The U.S. government has deemed Charles Schwab one of the country's nine systemically important financial institutions.

The core strategies we use to manage your assets will not change, and of course, our offerings are always customized to your needs. What will improve, however, are certain capabilities, including our enhanced interactive financial planning, as well as broader access to more investment products and strategies, created by working in an open architecture environment.

Once you sign the account opening and transfer documents found in the welcome packet we send, we will submit a request to our prior firm to begin the transfer process. The transfer process usually takes 5 to 10 business days to complete, once submitted to the prior firm. We will monitor your accounts daily for progress and confirm once all assets have transitioned and are posted to your account at NavaSync Private Wealth. Once your accounts have transferred, we will work with you to re-establish any recurring payments and other transfers you may currently have.

You will be able to view your assets by utilizing the Client Login section. Once you log in, you will have the same type of access to all of your accounts and the ability to utilize services as you had been accustomed to. You can also install the Schwab app on your phone to view your assets, view activity in your accounts, and perform services such as depositing checks into your accounts.

The total process will take approximately two weeks from the date you return our Welcome Packet transition paperwork to our team, and we will do everything we can to ensure the transition is a positive experience. It’s likely you will receive a call from our prior firm asking you to initiate a relationship with a randomly assigned advisor, who will claim to be able to serve you better. We sincerely believe that the opportunity to retain a longstanding relationship with us – with our personal, proven commitment to your individual needs, combined with the newly available benefits of our independent firm – will outweigh any minor inconvenience posed by the transition itself.

You will find all the necessary documents relevant to your transition, including information about our new firm, NavaSync Private Wealth, and the safety and security of our custodian, Charles Schwab. We will follow up with you shortly so that we can go over the materials together.

Here’s how to reach the main office:

NavaSync Private Wealth
1129 Broad Street, Suite 104
Shrewsbury, NJ 07702
Main Office Line: 732-576-3800
Our website is www.navasyncprivatewealth.com

We are excited to show you our new office in Shrewsbury located at Avenue at the Commons. We invite those of you who are local to drop by and visit us. For those who aren’t local, we’d be proud to give you a Zoom tour.

Here is our updated contact information:

Main Office Line | 732-576-3800 
Chris Paglia, CFP^® | 732-576-3801 | [email protected]
Christine Weighell, RICP^® | 732-576-3802 | [email protected]
Michelle Dini | 732-576-3803 | [email protected]