Novi Wealth Partners

Novi Wealth Partners

Financial Services Princeton, New Jersey, United States 11 employees
Employees
11
Contacts
3
Emails
3

Novi Wealth Partners Overview

Headquarters
Princeton, New Jersey, United States
Phone Number
Available in AeroLeads
Website
noviwealth.com
Industry
Financial Services
Employees
11
Founded
1998
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Novi Wealth Partners

Novi Wealth Partners was founded in 1998 under the name Private Wealth Management Group, as a Fee-Only™ comprehensive financial planning firm. We are located in Princeton, New Jersey and we service clients both locally and nationally. There are four CERTIFIED FINANCIAL PLANNER® practitioners in the firm, all of whom are members of the prestigious National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Novi Wealth Partners offers comprehensive financial planning, investment management, tax planning advice, retirement planning, estate planning advice, risk management advice and concierge level wealth management. We are committed to providing each of our clients a level of service as unique as they are and we are proud, as Fee-Only™ financial advisors, to offer unbiased financial expertise. Please subscribe to get our updates by email: www.noviwealth.com/subscribe-to-our-newsletter

Novi Wealth Partners Contact Details

People in AeroLeads
3
With contact data
3
Email contacts
3
100.0% coverage

Novi Wealth Partners Org Chart

Sample employees and titles
Name Title Contact
Ryan Vogel Chief of Financial Planning, Partner
Email
Sean Kelly Client Service Coordinator
Email
Ryan Dunn, Cfp® Wealth Advisor - Financial Planner
Email

Employees by Management Level

Executive 1 profile
Director 1 profile
Individual contributor 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 0
Finance 1 1 0
Sales 1 1 0

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