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  • Writer's pictureRobert Dunn, CFP®

Welcoming Dan Satz as Partner to Novi Wealth


We are thrilled to announce a significant milestone in the journey of Novi Wealth:

the admission of Dan Satz as a partner.  Dan's appointment marks an exciting moment as we continue our commitment to providing exceptional wealth management services to our valued clients. 


With over 17 years of dedicated service and expertise in the financial industry, Dan has consistently demonstrated a deep understanding of our clients' needs and a passion for delivering tailored solutions. His unwavering dedication to excellence and his commitment to fostering meaningful relationships have made him an invaluable asset to our team. 

Dan's journey with Novi Wealth began over 8 years ago, and since then, he has played an integral role in nurturing client relationships with integrity, excellence, and empathy. His knowledge of the profession, mentorship of other advisors, and personable approach to clients, have contributed significantly to our client satisfaction, leading to the firm's growth and success. 


As a partner, Dan will continue to uphold our core values while bringing fresh perspectives and innovative ideas to further enhance our services. His deep-rooted belief in personalized financial planning and his commitment to empowering clients to achieve their financial goals align seamlessly with Novi Wealth's mission. 

We are confident that Dan's expertise, leadership, and passion for excellence will propel Novi Wealth to new heights as we navigate the ever-evolving landscape of wealth management. 

Please join us in congratulating Dan Satz on his well-deserved appointment as Partner. We look forward to the continued success and growth of Novi Wealth under his guidance and leadership. 


 

ROBERT B. DUNN, CFP® is the President and Managing Partner of Novi Wealth

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