Navitas Wealth Advisors Employee Directory

Financial ServicesMississippi, United States11-50 Employees

Navitas Wealth Advisors is a financial services firm based in Ridgeland, Mississippi. It organizes its practice around four wealth domains—Personal Wealth, which covers family relationships and communication; Business Wealth, tied to family-owned operating entities; Financial Wealth, the total assets across personal and business balance sheets; and Legacy Wealth, the shared vision and social impact the family aims to sustain across generations. The firm aims to enhance how families use, enjoy, and generate impact from their wealth over multiple generations, guiding clients through the decisions and steps required to pursue this multi-generational objective.

Its client base includes families with intertwining personal and business interests seeking integrated planning that aligns values, governance, and asset management. Navitas provides securities through Lion Street Financial, LLC, and investment advisory services through Csenge Advisory Group, noting that Navitas and Lion Street Financial operate independently. Operating in the financial services sector, the firm seeks to support sustained family wealth across generations.

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