About Us

We are 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 is led by Chris Paglia, who holds the CERTIFIED FINANCIAL PLANNERTM designation. He has three decades of experience in the financial industry. Chris’s sincere passion for cultivating relationships is at the core of NavaSync’s values.

Smart effective planning

Talking with our clients about their financial and life goals, we begin a personal relationship as we help them set out on their financial journey. We guide them with smart, effective planning and celebrate our mutual success with every milestone they achieve. Every day we experience how a well-thought-out plan can make such a positive difference in someone’s life. We would like the opportunity to share our experiences with you, for your journey.

We listen carefully

When we get to know you, we look to truly learn about your personal values and how they drive your financial decisions. Then we carefully listen to understand your goals – for your livelihood, your lifestyle, your long-term objectives, even the legacy you’d like to pass on.

Holistic approach

Many of our clients are families that span generations.

Because we take a holistic approach to being your trusted advisor, we look at all aspects of your financial life – from the people in your life to any business entities to your personal interests, including charities and volunteer organizations. We look beyond the assets and liabilities to understand the full interconnectivity of your life and family.

We want you to enjoy your life to its fullest and allow your wealth to free you to enjoy what matters most to you.

We vow to value your relationship –
treating you like family – with your happiness as our goal.

the decision-making

Often, managing wealth can be complex and unpredictable because of all these components. We excel at simplifying the decision-making process so you can have greater confidence in how to best manage your financial affairs.

Ultimately, our role – as your advisor, your advocate, and the steward of your wealth – is to give you peace of mind. Working with us to develop and implement a comprehensive, effective plan will help eliminate any financial anxieties.

Giving you
peace of mind

Community Involvement

"We make a living by what we get, but we make a life by what we give."
— Sir Winston Churchill

The team members at NavaSync Private Wealth are passionate about serving our clients, and feel equally committed to supporting our communities and those families and individuals in need of assistance.

In the past, as a firm we have donated a portion of our annual earnings as financial support to local 501 ( c ) 3 organizations that play an integral role in the vitality of our community, and we plan to continue that in the future. Past recipients of our financial support include: The Alex Munoz Foundation (www.alexmunoz.org), Joan Dancy & PALS (www.joandancyandpals.org), Mary’s Place by the Sea (www.marysplacebythesea.org), and Ocean’s Harbor House (www.oceansharborhouse.org).

From hosting our annual charity golf outing to volunteering our time to bringing awareness to a compelling cause, we strongly believe that it is part of NavaSync’s mission to do our part in “giving back” and “paying it forward.”