Chambers Review

Provided by Chambers

Wealth Managers - Mississippi

Spotlight

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 an office in Raleigh, North Carolina.

Strengths

They are excellent as they are very thorough. They handle a lot of HNWI clients, Sue Marsh there is excellent technically.