Naviter Wealth is a private and independent wealth management firm committed to helping you navigate your financial journey—providing best-in-class resources to build and preserve your legacy.
As an independent firm, we are free to help you across every aspect of your life—without the constraints and conflicts too often experienced at traditional firms. When partnering with Naviter, you can expect an exceptional team and an unparalleled experience driven by our three unique platform pillars:
We are fiduciaries committed to serving your best interests. Our team members are conscientious and thoughtful about each decision made on your behalf—always taking accountability for those decisions. As fiduciaries, we do the right thing—even when it is the hard thing.
For over 25 years our team has serviced families who have accumulated significant assets. We have continually aligned highly credentialed and knowledgeable professionals with our team to address the complex needs of the families we serve.
We capitalize on many years of relationships across the financial industry to access the highest quality professionals, technology, investment strategies and other resources—many of which are inaccessible by our competitors.
Fiduciary committed to act in your best interests
Open architecture without conflicts
Objective advice and highly personal service
Robust solutions, technology and resources
World-class custodial and compliance partners
Comprehensive and transparent reporting