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Navitas Wealth Advisors is a unique wealth advisory firm that focuses on helping affluent families manage their wealth effectively. Unlike traditional financial planners and insurance agents, Navitas Wealth Advisors prioritizes strategic planning and wise counsel to ensure that clients maximize the use and enjoyment of their wealth. With a team of experienced professionals, Navitas Wealth Advisors aims to create enduring wealth for generations by providing proactive advice and tailored solutions to meet clients' specific needs.
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Davenport Watts & Drake Investment Advisors, LLC is a fee-only financial services firm offering asset management and financial consulting services. Our goal is to provide financial peace of mind for our clients. We work with a select group of individuals, families, and businesses as part of their financial team, helping them make important decisions that affect their financial futures. With a focus on client-centered financial consulting, we aim to treat our clients the way we would want to be treated. Our Investment Team Members have a common vision of providing comprehensive financial plans, inventory financial information, develop clearly defined objectives, and provide recommendations on how to reach those objectives.
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