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Thoughts From Naviter Wealth's 
President, Phil Worthen

The 2024 presidential election stands as a pivotal moment, stirring anticipation and scrutiny among investors. In the midst of this fervor, it's important to maintain a broader perspective. Despite the political landscape's fluctuations, American businesses have consistently demonstrated resilience and adaptability under various administrations. Smart investors recognize the importance of a well-crafted portfolio, one designed to navigate potential policy shifts with ease.

At Naviter Wealth, our dedicated team of professionals remains vigilant and ready to implement any adjustments necessary as the election year progresses. Should you seek clarity or guidance amidst this uncertainty, please don't hesitate to reach out. Your partnership remains our utmost priority.

- Phil Worthen, President

We’re Looking for New Affiliate Partners

Naviter Wealth offers a unique affiliate program for M&A firms, private equity managers, transaction attorneys, accountants, and RIAs that regularly engage with clients with $10MM+ in investable assets. If you or someone in your network fits that description, click below to learn more about our generous benefits and resources.
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Ask the Expert

Question: What's the best way to gather my tax documents properly?

Blake Abston, CFP®: 
The most secure and efficient way to access your tax documents is through your Naviter Client Portal. The Naviter Client Portal allows clients to access all their investment related tax documents in one place, rather than tracking down documents from multiple locations. Corrected and updated tax documents can also be found here, making it the best source of up-to-date information.

This year we are strongly encouraging clients to allow their Tax Preparer direct access to their Naviter Client Portal. This enables your Tax Preparer to log in and securely download the latest documents directly, increasing ease and security.

If you have not already done so, please email your Tax Preparer’sname and email address to to provide secure access to your Naviter Client Portal. We are always happy to discuss any questions relating to portal access and your tax situation.

For additional resources please visit our library page on where we share market commentary and industry updates.
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Naviter Note - March 2024
Naviter Note - February 2024
Important Disclosures
Naviter Wealth LLC (“Naviter”) is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisors Act of 1940.
The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward‐looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur. This information should not be considered tax advice.  Investors should consult with a qualified tax consultant as to their particular situation.
Past performance is no guarantee of future returns.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.  
Additional Important Disclosures may be found in the Naviter Form ADV Part 2A.  A copy may be requested by emailing 

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