As Managing Partner for Navitas Wealth Advisors in Raleigh, North Carolina, I am responsible for building relationships and servicing clients out of our East Coast office. I have built my career around providing advice for closely-held business owners and successful families who are serious about making wise decisions with their money and assets. I believe that although many advisors are able to manage money well, without the right plan in place, a client’s wealth will not remain sustainable… Show more As Managing Partner for Navitas Wealth Advisors in Raleigh, North Carolina, I am responsible for building relationships and servicing clients out of our East Coast office. I have built my career around providing advice for closely-held business owners and successful families who are serious about making wise decisions with their money and assets. I believe that although many advisors are able to manage money well, without the right plan in place, a client’s wealth will not remain sustainable over the long term. When it comes to the longevity of family wealth I believe that it is crucial to prepare the next generation by helping them understand that wealth is a tool that needs to be properly used, as it can be a blessing or a curse. 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 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 Show less

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… Show more 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) Show less

In 1999, I established Investment Planning and Management, a boutique investment management and advisory firm with an emphasis on planning and asset management. Throughout the years of working with successful individuals and business owners, I acquired a broad knowledge of business operations and succession planning. Many of my clients have large real estate holdings and I have assisted them with real estate management and tax-free exchanges. In January 2020, my team and I formally merged with… Show more In 1999, I established Investment Planning and Management, a boutique investment management and advisory firm with an emphasis on planning and asset management. Throughout the years of working with successful individuals and business owners, I acquired a broad knowledge of business operations and succession planning. Many of my clients have large real estate holdings and I have assisted them with real estate management and tax-free exchanges. In January 2020, my team and I formally merged with Navitas Wealth Advisors, allowing us to offer a broader range of services to serve our clients and expand the geographic presence of the firm to the East Coast.Specialties: ✓ Financial Planning ✓ Succession Planning ✓ Business Consulting ✓ Wealth Transfer Planning ✓ Estate Planning ✓ Assets Under Management ✓ Life Insurance ✓ Retirement Planning ✓ Alternative Investments Show less

In 1990, I joined forces with a boutique firm that focused on alternative investments, including oil and gas sectors. I brought a fresh perspective to an established firm on how to service clients in a greater capacity using managed accounts. After about a decade, I decided to shift focus away from private equity and start my own firm where I could provide my clients with integrated financial solutions.

After spending five years with Smith Barney, I decided to branch out and become an independent advisor. This was driven by the conflicts of interest present in the wirehouse channel. This allowed me to relocate back to my family roots in North Carolina and pursue my desire to practice a new concept: financial planning. In my role here, we focused on holistic planning, including estate and tax planning, executive compensation, and risk management.

Upon graduating from UNC-Chapel Hill, my professional career began working for Smith Barney at the Pennsylvania Avenue office in Washington DC. In my role here, my focus was on stock and bond portfolio management and analysis. I provided direct investments, insurance and annuities for clients and helped set up and maintain qualified pension and profit-sharing plans.