Generational Wealth | Novi Wealth Partners

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Daniel Satz, CFP®, MPAS® CRPC®, AWMA®

Mar 22

Wealth Transfer

Recently Come into a Lot of Money?

Brenden Leese, CFP®

Feb 22

Did You Fulfill Your New Year’s Resolution of Updating Your Estate Plan?

Robert Dunn, CFP®

Feb 15

Investment Management

Artificial Intelligence Is No Substitute for Human Advice

Robert Dunn, CFP®

Feb 1

Tax Optimization

Quality Planning to Ease the Mind During Crazy Times

Candace Henry

Dec 29, 2022

Wealth Redefined

A Year In Review: Top Novi Blogs of 2022

Brenden Leese, CFP®

Dec 7, 2022

Wealth Redefined

How Your Kids' Use of Credit Impacts You

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