Wealth Managers - Mississippi
Band 1
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
Balefire is a very impressive group. All the financial planners are very attuned to global trends and are very easy to work with.
