Chambers Review
Provided by Chambers
Wealth Managers - Mississippi
What the Team is Known For
Navitas Wealth Advisors 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, and Alpharetta, Georgia.
Strengths
I've worked with Navitas several times and they are excellent, it is some very good help. They do a comprehensive financial planning analysis for clients.