Legacy teams from VisionPoint Advisory Group and Navitas Wealth Advisors unite around a bold, vision-driven platform to create enduring wealth, sustained business continuity, and family legacies – aligning wealth with purpose through open, values-based dialogue
DALLAS–(BUSINESS WIRE)–VisionPoint Advisory Group and Navitas Wealth Advisors have merged to form Balefire, an SEC Registered Investment Adviser and comprehensive wealth management firm designed to meet the growing demand for integrated, high-capability financial and business advisory solutions for affluent individuals, families, and businesses. The new entity brings together over 60 professionals with complementary skillsets, offering comprehensive wealth management, strategic tax planning, and corporate solutions. Operating as a unified platform, Balefire is positioned to provide deeper insight, greater strategic continuity, and more scalable solutions.
MORE THAN A MERGER: A FOUNDATION FOR WHAT’S NEXT