Christopher Tipton Email & Phone Number

Ridgeland, Ms, Us

As Managing Partner for Navitas Wealth Advisors, I am passionate about working with and advising people. My career has been built around helping individuals, families and business owners to identify their financial and lifestyle goals and objectives during their lifetime and beyond. I thrive on working with clients to gain clarity around what they are aiming to achieve, develop a tangible plan to move from point A to point B, and then monitor and measure the progress of getting there. Navitas was formed in 2001 with the mission of providing families with a dynamic process that enhances the use, enjoyment, and impact of Family Wealth. We believe that life and wealth goals need to be valued equally along the planning process. When both elements of life and wealth are intentionally combined, we create what Navitas calls Family Wealth™. Family Wealth is the unique way that Navitas Wealth Advisors defines wealth, and it brings together a holistic view of wealth that includes the monetary and soft-side assets and liabilities of a family.We believe that by helping families define their wealth differently, chart goals for each aspect of wealth, and execute on well-defined plans of action to accomplish their desired outcomes are the keys to leaving an enduring legacy of significance.Specialties: ✓ Estate Planning ✓ Succession Planning ✓ Business Consulting ✓ Wealth Transfer Planning ✓ Financial Planning ✓ Assets Under Management ✓ Life Insurance ✓ Family Governance ✓ Coaching ✓ Registered Investment Advisory ✓ Continuity Planning ✓ Philanthropic Planning

Austin, Texas, Us

Our firm, Navitas Wealth Advisors, is proud to be an Owner-Firm of Lion Street, Inc., a leading national financial services company owned by “fiercely independent financial advisors.” Based in Austin, Texas, Lion Street is comprised of an elite network of firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. Founded in 2010 by industry veteran Bob Carter, Lion Street was built to serve the sophisticated financial needs of wealthy individuals and corporate clients. Lion Street is managed by a team of respected industry veterans. As Owner-Firms we gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.Specialties: Investment Advisory ✓ Charitable Planning ✓ Tax Planning ✓ Buy-Sell ✓ Key-Man Funding ✓ Defined Benefit Plans ✓ After-Tax Deferral Plans ✓ Executive Bonus 162 Plans ✓ High-Limit Disability ✓ Captive Insurance Plans ✓ Bank-owned Life Insurance (BOLI) ✓ Employee Stock Ownership Plans (ESOPs) ✓ Premium Financed Life Insurance

I was an original founder of KTB Wealth Partners, a fee-based financial planning and money management firm. I have enjoyed building relationships and working with clients to identify and clarify financial goals, establish a clearly defined plan, and monitor progress along the way. Although the company started off focusing heavily on insurance and estate planning, it began to evolve into a money management firm as the estate tax exemptions increased and there were fewer clients who required planning. Fortunately, throughout this time, a synergistic relationship developed between KTB Wealth Partners and Navitas Wealth Advisors and the two firms would rely on the expertise of each other in serving clients, both locally and nationally.Specialties: ✓ Wealth Management ✓ Asset Accumulation ✓ Business Consulting ✓ Financial Planning ✓ Assets Under Management ✓ Life Insurance ✓ Registered Investment Advisory ✓ Continuity Planning ✓ Philanthropic Planning