Building & Preserving Your Legacy


Built with Purpose

Naviter Wealth is an independent wealth management firm 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.”

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

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It’s time to think about what your advisor can—or cannot—do for you.

If your portfolio is in excess of $10MM,

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