Kelley Dillon's Contact Details

Kelley Dillon's Company Details

Navitas Wealth Advisors

Ridgeland, MS, US • 20 - 49 Employees
Financial Services

We are not your typical advisory team; we view wealth differently.We focus on four areas of wealth:🔹Personal Wealth — Personal wealth represents the inter-personal relationships, shared values, and effective communication systems of your entire family.🔹Business Wealth — Business wealth describes the operating entities owned and managed by your family, serving as the economic engine that creates and sustains your financial wealth.🔹Financial Wealth — Financial wealth is the total sum of all the assets held by your family on both business and personal balance sheets. This one area of wealth is often what people think of when they consider wealth planning.🔹Legacy Wealth — Legacy wealth is the combined goodwill of the family that has been created by a shared and sustainable vision for giving and making an impact on the world around you with the wealth and influence of your overall Family Wealth™.Our firm believes that you can increase the use, enjoyment and impact of your family's wealth across multiple generations. Our goal is to help clients navigate the journey, decisions and process to achieve true Family Wealth™ across multiple generations.Securities offered through Lion Street Financial, LLC., member FINRA & SIPC. Investment advisory services offered through Csenge Advisory Group, a Registered Investment Advisor. Navitas and Lion Street Financial are not affiliated.