Navitas Wealth Advisors, Inc. provides a holistic approach to wealth management.  We define wealth differently than most wealth management firms.  To us, wealth includes four distinct components: financial wealth, personal wealth, business wealth, and legacy wealth.

Traditional wealth management often fails due to its focus only on financial and business wealth. Instead, we’ve adopted a holistic approach to planning, realizing that a wealth transfer plan that addresses all four aspects of wealth has the greatest chance of success across multiple generations.

Our goal is to provide our clients with the tools that enable them to obtain the greatest overall impact in each area of wealth.

George W. Hester

George W. Hester is the CEO & Chairman of Navitas Wealth Advisors, Inc. George specializes in business succession as well as estate and family liquidity planning.

Read More

Kurt W. Rauzi

Kurt W. Rauzi is President of Navitas Wealth Advisors, Inc. Kurt specializes in wealth planning  focused on the non-financial and financial aspects of wealth.

Read More

Dr. Paul E. White

Dr. Paul White helps individuals and families address the relational issues surrounding transferring wealth and businesses across generations.

Read More

K. Sue Marsh

Sue’s expertise lies in developing tactical plans that illustrate particular strategies for reducing taxes and enhancing wealth transfer.

Read More