novisite1234.gif

  • ABOUT US

    • OUR STORY
    • OUR MISSION
    • OUR TEAM

  • FINANCIAL PLANNING

  • INVESTMENT MANAGEMENT

  • KNOWLEDGE CENTER

    • QUARTERLY MARKET REVIEWS
    • BLOG
    • VIDEO CONTENT
    • CLIENT STORIES
    • HELPFUL SITES

  • SUBSCRIBE

  • More

    Use tab to navigate through the menu items.
    Client Login
    Contact
    • All Posts
    • Wealth Redefined
    • Wealth Protection
    • Wealth Transfer
    • Investment Management
    • Tax Optimization
    • Our Lives
    • Video Content
    Search
    Brenden Leese, CFP®
    • 5 days ago
    Wealth Protection

    More People Than You Think Are Eligible for Student Loan Forgiveness

    Ryan A. Dunn, CFP®
    • Sep 7
    Our Lives

    Financial Planning Considerations For Those About to Enter Into Marriage

    Daniel Satz, CFP®, MPAS® CRPC®, AWMA®
    • Jul 27
    Wealth Transfer

    How Much Money Is Enough?

    Brenden Leese, CFP®
    • Jul 20
    Wealth Redefined

    Students Now Less Likely To Be Penalized for Grandparent 529s

    Brenden Leese, CFP®
    • May 25
    Wealth Redefined

    National 529 Day Should be All Year Round

    Brenden Leese, CFP®
    • Apr 13
    Wealth Transfer

    College Saving Considerations

    1
    23
    • 401(k)
    • American Rescue Plan
    • Budget
    • CARES Act
    • Cash Management
    • Charitable Giving
    • College Savings
    • Continued Education
    • COVID-19
    • Credit
    • Credit Score
    • Cryptocurrency
    • Current Event
    • Cyber
    • Cybersecurity
    • Diversification
    • Donation
    • Early Retiree
    • Education
    • Education Planning
    • End Of Year
    • Estate
    • Estate Planning
    • Fad
    • Family
    • Family Planning
    • Financial Education
    • Financial Literacy
    • General Financial Planning
    • Generational Wealth
    • Goals
    • H.E.N.R.Y.
    • Habit Building
    • Healthcare
    • Healthcare Subsidies
    • Holiday
    • Improve
    • Inflation
    • Insurance
    • Investment
    • Investment Planning
    • Legislation
    • Life Planning
    • Loans
    • Market Commentary
    • Market Volatility
    • Medicare
    • Mental Health
    • Mobile App
    • Novi Team
    • Pre-Retiree
    • Professional
    • Protect
    • Protection
    • Real Estate
    • Recession Planning
    • Reopening
    • Retirement
    • Retirement Planning
    • Retirement Planning Scenarios
    • Roth Conversion
    • Savings
    • Scam
    • SECURE
    • Security
    • Social Security
    • Spending Plan
    • Stock Market
    • Tax Planning
    • Trends
    • Volatile Markets
    • Will
    • Women and Finance
    • Work From Home
    • White Twitter Icon
    • White LinkedIn Icon
    • White Facebook Icon

    609.921.7002

    512 Executive Drive

    Princeton, NJ 08540

    © 2021 Novi Wealth Partners.

    Client Relationship Summary (Form CRS)

    Disclosure

    Careers