New & Updates
Impact of the Coronavirus and Your Market Health
Over the past week, we have witnessed tremendous worldwide publicity around economic events that have enhanced feelings of uncertainty. In times like these, we frequently hear that it is difficult to stay committed to an investment program. We understand that fear and...
New Merger Expands Navitas’ Presence in Raleigh, North Carolina
After partnering together to serve multiple clients, Navitas Wealth Advisors is thrilled to announce a formal merger with Harold D. Cooley II, RFC, of Investment Planning and Management, a Raleigh North Carolina financial planning and investment firm. Jason Hester,...
Navitas Wealth Advisors Joins Forces with KTB Wealth Partners Through Merger
With over 40 years of service in the estate and succession planning field, Navitas Wealth Advisors will be bringing Chris Tipton, CFP®, CFS, ChFC and William Kientz, CFP®, CLU, ChFC and their team on board through a merger effective October 1, 2019. “We look forward...