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 to incorporating deeper aspects of financial planning expertise and technology-based systems into our current service offering,” Jason Hester, Managing Partner and CEO, explains. “Chris, Bill, and the incredible staff that will be joining our team will add tremendous value and create a cohesive platform for the clients and professional advisors we work with.”
Chris Tipton, Managing Partner of Wealth Management, explains “throughout the past several years, we have had the pleasure of partnering with George, Jason, Steven and the Navitas team to offer an estate and succession planning branch for our clients. We are elated to partner with them on a deeper level and develop a more holistic approach with this merger for those that we serve, both locally and nationally.”
This merger will be a natural fit, as both of the Mississippi-based firms complement the service offerings of each other well. In addition to estate and succession planning, Navitas Wealth Advisors will now provide a broader range of investment options and financial planning for clients in the high-net worth and ultra-high net worth range, in addition to life insurance solutions when applicable. George Hester, Chairman, says “we are absolutely thrilled to add Chris, Bill and their staff, Renee and Amber to our Navitas family!”
In addition to merging the two firms under the umbrella of Navitas Wealth Advisors, current assets under management will move over to Csenge Advisory Group, a well-established OSJ and RIA who manages over $1.3B in assets and is based out of Clearwater, Florida. The advisory team will also have access to Lion Street, a producer-owned group who operates as the “firm behind the firm” and provides support and strategy to the firm owners.
Navitas Wealth Advisors is a boutique wealth advisory firm who works with ultra-high net worth families and business owners to help put together a plan that enhances the use, enjoyment and impact of their family wealth. The firm has a flagship office in Ridgeland, Mississippi, but also operates out of the Dallas/Fort Worth area, Los Angeles, California and Raleigh, North Carolina.
For further information about Navitas Wealth Advisors, we invite you to contact us.
For further information about Csenge Advisory Group, please visit: www.csenge.com