BALEFIRE, LLC
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About the firm
Balefire Wealth was formed in 2025 through the merger of two leading firms, VisionPoint and Navitas, to create a wealth advisory firm focused on financial and estate planning for families and business owners. The firm delivers integrated solutions across financial planning, investment management, tax strategy, and risk management through a structured process designed to create clarity and build multigenerational legacies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, investment strategies, corporate solutions (including capital planning and employee benefit design), healthcare capital strategies, financial planning, estate planning, tax strategy, risk management, and business succession and transition planning.
Who they serve
Successful families, business owners, executives, individuals, companies, healthcare organizations, hospitals, health systems, and rural providers.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,522 | $364M |
| High Net Worth Individuals | 235 | $686M |
| Charitable Organizations | 94 | $873M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
39 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BALEFIRE, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.