Building & Preserving Your Legacy

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Built with Purpose

Naviter Wealth is an independent wealth management firm with a national presence committed to helping you navigate your financial journey— utilizing best-in-class resources to provide bespoke solutions.

The name Naviter is a direct reflection of that purpose, combining two Latin words—navigare (navigate) and iter (journey)—to reinforce our commitment to being your trusted guide.

The Pursuit of Excellence

We love what we do and are driven by the continuous pursuit of excellence to advance your best interests—striving at all times to innovate and refine our service platform.

“We view the families for whom we work not as customers or clients, but as partners.”

The Naviter Advantage

Many years of experience working with families and their advisors have allowed us to better understand what forms meaningful and enduring relationships. Our unique pillars of integrity, acumen and access are essential to success. Additionally, the core values of our firm—tenets that evolved over many years—guide us in providing personalized wealth management.

Featured Insights

December 2020

Family Office Services –
Unlocking the Value of Time

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December 2020

Optimizing Multi-generational Estate Planning

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December 2020

Navigating Volatile Markets:
Control Your Journey

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VIEW ALL INSIGHTS

Let’s discuss how Naviter can help guide your financial journey.

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