Investment Planning & Management

03/16/2020

We understand that fear and emotionally driven actions around investment strategies have gripped the financial markets. With this in mind, we have been in close communication with our portfolio managers and we want to share with you what this means for you while we navigate these times of uncertainty. Read more here: http://bit.ly/3cXku7c

02/26/2020

We are pleased to announce a formal merger with Harold D. Cooley II, RFC and his team in Raleigh North Carolina.

This merger will allow our firm to expand its geographic presence to the East Coast and provide an added layer of perspective to serve a broader range of families and business owners.

We invite you to read the full press release here: http://bit.ly/2PrbM78

11/27/2019

From our family to yours, we wish you and those who are important to you a very special Thanksgiving!

11/11/2019

“Some people live an entire lifetime and wonder if they have ever made a difference in the world. A veteran doesn’t have that problem.” – Ronald Reagan

Today we honor those who have served and we thank you.

11/01/2019

Navitas Wealth Advisors joins forces with KTB Wealth Partners through a merger. Read the full press release here: https://lnkd.in/gV8k6p4

Navitas Wealth Advisors Joins Forces with KTB Wealth Partners Through Merger With over 40 years of service in the estate and succession planning field, Navitas Wealth Advisors will be bringing Chris Tipton, CFP®, CFS, ChFC and William Kientz, CFP®, CLU, ChFC and their team on board through a merge...

10/07/2019

At Navitas, our family is our livelihood.

We are beyond proud of our very own Henley Hester for being crowned Homecoming Queen this past weekend. You look so beautiful!

Henley is the daughter of Jason and Brandy Hester, and the granddaughter of George and Patricia Hester.

09/17/2019

We are happy to catch up with fellow Lion Street owners and strategic partners, John Csenge, CIMC, AIF®, CFP® and Eric Caisse, CFA, CMT, CFP® of Csenge Advisory Group at this year's Indaba meeting!

The meeting was full of elite professionals and top-notch idea-sharing, with the main focus being around the "impact on planning" and how we can better serve the families and businesses we work with. Events like this one help us to learn from each other and expand what is possible for our clients and for our firms.

08/15/2019

We are sad to say farewell to our dear Anna Kathryn Land, but we are so excited for her next adventure! Anna is going back to school to become a nurse, a lifelong passion of hers. We are thankful for her years of service to our Navitas team, advisors and clients.


Please join us in wishing Anna a wonderful transition to her next career milestone.

07/03/2019

Wishing you and your loved ones a wonderful and festive 4th of July!
Please stay safe, and make sure to keep your furry friends secure.