Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Creating Better Outcomes for Your Family Wealth

Purpose - Plan - Path

Learn more

Our Promise

What our clients expect from us.

Learn more

Our Values

The principles that guide our decisions.

Learn more

Your Team

Our professionals work together to listen, create, and work along side you in charting a course for your Family Wealth™

Learn more

The Navitas Advantage

Our target clients are affluent families, business owners, and professional advisors. At Navitas, we believe the conventional approach to managing Family Wealth™ no longer works. We believe life and wealth goals need to be valued equally along the planning process. When the elements of life and wealth are intentionally combined, we create what Navitas calls Family Wealth™. And Family Wealth™ has four distinct pillars: Financial, Personal, Business and Legacy Wealth.

Learn more

Download Our App

We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.

 

Have a Question

Name
Email
Question
Thank you! Oops!