Clients who have accumulated significant wealth have complex financial needs. Investment management, trust services, and insurance planning are inextricably intertwined with tax consultancy and tax planning. To ensure those needs are met, Naviter Wealth carefully identifies best-in-class service providers that also operate with objectivity—always placing our client’s interests first.

That is why Naviter Wealth has formed an alliance with Frost, PLLC Certified Public Accountants

Our relationship helps to ensure that both Frost and Naviter Wealth clients benefit from thoughtful, proactive tax planning, which can provide meaningful economic benefits. In addition to tax services, Frost can offer Naviter Wealth clients a variety of other valuable services, including business valuations and strategic advisory services.

Let’s discuss how our partnership with Frost can help guide your financial journey.

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