Both firms are uniquely positioned to address the complex financial needs of their clients.
LITTLE ROCK, Ark., March 23, 2023 /PRNewswire-PRWeb/ — Naviter Wealth, LLC today announced it has formed an alliance with Frost, PLLC Certified Public Accountants, headquartered in Little Rock, AR. While the firms have worked closely together on mutual clients, this affiliation acknowledges that relationship and will enable them to share expertise, experience, and resources to support their respective clients. Both the Frost team and the Naviter Wealth team have deep experience working with families who have accumulated significant wealth and have complex tax needs.
“Collaborating with Frost is a major step for Naviter,” said Bentley Blackmon, CEO at Naviter Wealth. “While we have worked closely with their team in the past, announcing Frost as our preferred provider of tax consultancy services is critical in delivering integrated solutions for our clients.”
The recognition of this alliance will help to ensure that Naviter Wealth clients benefit from thoughtful, proactive tax planning, which can provide meaningful economic benefits. In addition to tax services, Frost can offer Naviter Wealth clients a variety of other valuable services, including assurance, business valuation, and strategic advisory services.
“We have enjoyed working with Naviter Wealth for some time, particularly because they offer such a high level of service to their clients,” said Rob Gunther, Executive Committee Chairman at Frost, PLLC. “Their use of direct indexing makes their approach highly tax efficient and they also have access to best-in-class private alternative investments, which are ways Naviter Wealth distinguishes itself.”
Visit https://naviterwealth.com/frost/ for the latest updates on our newly formed alliance with Frost, PLLC.
About Frost, PLLC
Frost currently provides tax, assurance, small business, advisory, animal welfare, business valuation, and litigation services in 47 states and internationally. Frost services a range of clients, from individuals to billion-dollar organizations. Frost has offices in Little Rock, AR; Fayetteville, AR; Scottsdale, AZ; Yuma, AZ; and Raleigh, NC. Frost has satellite offices in Denver, CO; Naples, FL; and LaBelle, FL. For more information, visit https://www.frostpllc.com/.
About Naviter Wealth
Naviter Wealth, LLC (headquartered in Little Rock, AR, and serving clients nationwide) is a private and independent wealth management firm with deep expertise assisting families that have experienced a significant liquidity event and executives of publicly traded companies. Naviter serves the ultra-high-net-worth and family office markets by delivering solutions that incorporate leading-edge technology, best-in-class investment strategies, trust services, insurance services, tax consultancy, and estate planning.
Partner with us at https://naviterwealth.com/.
Lisa Graham, Graham Media Partners, 1 610.715.4824, [email protected]
SOURCE Frost, PLLC