Navitas Wealth Advisors

Navitas Wealth Advisors

Financial Services, 125 St Georges Ter, Ridgeland, Mississippi, United States, 11-50 Employees

navitaswa.com

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Who is NAVITAS WEALTH ADVISORS

We are not your typical advisory team; we view wealth differently. We focus on four areas of wealth: Personal Wealth Personal wealth represents the inter-personal relationships, shared va...

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  • 125 St Georges Ter, Ridgeland, Mississippi, United States Headquarters: 125 St Georges Ter, Ridgeland, Mississippi, United States
  • 2001 Date Founded: 2001
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $250 Million to $500 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 8742 | NAICS Code: 334512 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from NAVITAS WEALTH ADVISORS

Navitas Wealth Advisors Org Chart and Mapping

Employees

Kim Cooley

Director of Administration and Operations

Kelley Dillon

Client Services Coordinator

Charlene Smith

Strategic Executive Assistant

Lori Kinsley

Director of Client Services

Erica Sutphin

Director, Insurance Services

Amber Rogers

Certified Financial Planner

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Frequently Asked Questions Regarding Navitas Wealth Advisors

Answer: Navitas Wealth Advisors's headquarters are located at 125 St Georges Ter, Ridgeland, Mississippi, United States

Answer: Navitas Wealth Advisors's phone number is +16*********

Answer: Navitas Wealth Advisors's official website is https://navitaswa.com

Answer: Navitas Wealth Advisors's revenue is $250 Million to $500 Million

Answer: Navitas Wealth Advisors's SIC: 8742

Answer: Navitas Wealth Advisors's NAICS: 334512

Answer: Navitas Wealth Advisors has 11-50 employees

Answer: Navitas Wealth Advisors is in Financial Services

Answer: Navitas Wealth Advisors contact info: Phone number: +16********* Website: https://navitaswa.com

Answer: We are not your typical advisory team; we view wealth differently. We focus on four areas of wealth: Personal Wealth Personal wealth represents the inter-personal relationships, shared values, and effective communication systems of your entire family. Business Wealth Business wealth describes the operating entities owned and managed by your family, serving as the economic engine that creates and sustains your financial wealth. Financial Wealth Financial wealth is the total sum of all the assets held by your family on both business and personal balance sheets. This one area of wealth is often what people think of when they consider wealth planning. Legacy Wealth Legacy wealth is the combined goodwill of the family that has been created by a shared and sustainable vision for giving and making an impact on the world around you with the wealth and influence of your overall Family WealthTM. Our firm believes that you can increase the use, enjoyment and impact of your familys wealth across multiple generations. Our goal is to help clients navigate the journey, decisions and process to achieve true Family WealthTM across multiple generations. Securities offered through Lion Street Financial, LLC., member FINRA & SIPC. Investment advisory services offered through Csenge Advisory Group, a Registered Investment Advisor. Navitas and Lion Street Financial are not affiliated.

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