On May 6, 2025, VisionPoint Advisory Group announced its merger with Navitas Wealth Advisors to form Balefire, LLC.
VisionPoint Advisory Group (“VisionPoint”) announced, on May 6, 2025, its merger with Navitas Wealth Advisors (“Navitas”) to form Balefire, LLC (“Balefire”). The former CEO’s of VisionPoint and Navitas will co-manage Balefire. Further terms of the transaction were not disclosed.
VisionPoint, based in Dallas, Texas, is a registered investment advisor providing wealth management, corporate solutions, and investment strategies to retail investors.
Navitas, based in Ridgeland, Mississippi, is a registered investment advisor offering family wealth planning, financial planning, life insurance, legacy planning, charitable planning, tax planning, multi-family family office and corporate-owned life insurance services.
Balefire, based in Dallas, Texas, is a registered investment advisor offering comprehensive wealth management, strategic tax planning, and corporate solutions. As of January 2025, Balefire had approximately $3.7 billion in assets under management. Advisor Growth Strategies advised Balefire on the transaction.
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