Wealth Managers - Mississippi
Spotlight
What the Team is Known For
Navitas Wealth Advisors merged with VisionPoint in July 2025, and the resulting entity is now known as Balefire. It provides a full suite of estate and succession planning services to ultra-affluent clients, including closely held business owners. It is based in Ridgeland, Mississippi, but also has offices in Raleigh, North Carolina, Alpharetta, Georgia and Dallas, Texas.
Strengths
I've worked with them several times and they are excellent, it is some very good help. They do a comprehensive financial planning analysis for clients.
