Empowering Your Vision, One Building at a Time
Our Story
Founded in 1998, Novi Wealth Partners began as Private Wealth Management Group, a FEE-ONLY comprehensive financial planning firm in Princeton, New Jersey. Throughout the years, we have evolved and strengthened our team to provide tailored financial guidance and management services to clients across the nation.
Our Mission
Our mission is to empower individuals to discover their unique definition of wealth and achieve it with confidence. We strive to reduce anxiety and stress related to finances by offering personalized guidance and comprehensive solutions tailored to each client's needs and aspirations.
What We Do
We offer a comprehensive range of services to meet all your financial needs:
- Financial Planning: Creating a personalized roadmap to achieve your financial goals through budgeting, investment management, and risk management strategies.
- Investment Management: Carefully curated portfolios to optimize returns and meet your risk tolerance with a focus on sustainable and responsible investing.
- Tax Planning: Maximize your savings and minimize your tax burden through strategic planning and compliance assistance.
- Retirement Planning: Secure your future through comprehensive plans like 401(k) guidance, IRA planning, and pension optimization.
- Estate Planning: Ensure your wishes are documented and your legacy is protected through estate planning documents like wills, trusts, and power of attorney.
- Risk Management: Identify and mitigate potential risks through comprehensive insurance coverage reviews and personalized recommendations.
Our Values
Our core values guide our interactions with clients and each other:
- Knowledge: We prioritize continuous learning and sharing industry expertise.
- Humility: We remain grounded and client-focused, valuing open communication and understanding.
- Integrity: We uphold ethical standards and act in our clients' best interests.
- Excellence: We strive to deliver exceptional service and outcomes that exceed expectations.
- Empathy: We genuinely care about our clients' financial well-being and personal goals.
- Entrepreneurship: We embrace innovative solutions and adapt to changing financial landscapes.
Contact Us Today
Discover the peace of mind that comes with a secure financial future. Contact Novi Wealth Partners to schedule a complimentary Discovery Meeting and take the first step towards a more fulfilling and financially secure life.
Customer Feedback
Overall, the feedback from customers is overwhelmingly positive. The reviewers have had a consistently excellent experience with this company, praising the knowledgeable and concerned individuals who work with them.
Professionalism and Expertise
One of the standout features mentioned by customers is the extreme knowledge and expertise of the individuals who work with investments. Reviewers appreciate the care and attention given to every investment, with one customer stating that they can "work wonders" with the investments in their hands.
Trust and Confidence
Another common theme in the feedback is the high level of trust and confidence customers have in the company. Reviewers feel comfortable leaving their investments in the hands of these professionals, knowing that they will be handled with care and expertise.
Investment Results
While there is no mention of specific investment results or returns, the consistent praise for the company suggests that customers are pleased with the outcomes of their investments.
