By Novi Wealth Partners
It’s not often in life that you get the opportunity to make your dream a reality, so it is with great excitement that I announce our new firm name and our much-anticipated logo and website!
In 1998, Bill Dunn founded Private Wealth Management Group with a strong passion to align with his clients and guide them in a way that would benefit their lives. Now, 20 years later, Private Wealth Management Group has become Novi Wealth Partners! Our mission is still the same: to use our independence to empower our clients to discover their definition of wealth while providing the confidence to achieve it.
Novi comes from the French “nos vies,” which is translated “our lives.” While money is what brings people into our office, every conversation we have with our clients always comes back to their lives, their goals, and their future. In other words, our work is not just about managing your money, it’s about our relationships and our shared lives.
Novi Wealth Partners Is Here For You
As a Fee-Only™ comprehensive financial planning firm, we serve clients both locally in Princeton, New Jersey, and nationally. Our team boasts four CERTIFIED FINANCIAL PLANNER® practitioners, all of whom are members of the prestigious National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Each employee joined our team looking for a change and a place where their values would align with their work.
Though we have a new name, website, and logo, we have years of experience and knowledge to compassionately and thoughtfully direct our clients in making sound financial decisions. We strive to help our clients reduce the stress in their lives caused by financial uncertainty.
If you want to learn more about the unique difference Novi Wealth Partners brings to your life and finances and how we help empower you to live with a greater sense of purpose and freedom, we invite you to visit our new website, reach out to us at 609-921-7002, or email us at firstname.lastname@example.org for an introductory meeting.
About Novi Wealth Partners
Novi Wealth Partners is an independent, fee-only comprehensive financial planning firm dedicated to empowering clients to discover their definition of true wealth while providing the confidence to achieve it. With 20+ years of experience, we have found that most people don’t care about money, but instead, they care about what money can do for them and their loved ones. As a result, we focus on guiding our clients to find their unique vision for their life and developing a plan to help them live out their values. Our goal is to truly understand our clients on a personal level and help them navigate life’s many changes.
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). We prioritize a team-based approach, which allows us to deliver 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. To learn more about Novi Wealth Partners or to get started on your financial journey, visit our website or connect with us on LinkedIn.