We recognize that everyone's situation is different, and there are many unique and ever-changing factors affecting our client's financial security. As financial advisors, our goal is to truly know our clients on a personal level and understand what matters most to them. As your life changes, you need guidance from someone who not only understands how to navigate those changes, but how they affect what's important to you and your family.
Almost every financial planning conversation we have may start with money but relates back to their lives. That's where the "vi" part of our new name comes from - it's short for "vies", the French word for "lives". The "No" part is a phonetic spelling of the French word "nos", which means "our". Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.
Almost every financial planning conversation we have may start with money but relates back to their lives. That's where the "vi" part of our new name comes from - it's short for "vies", the French word for "lives". The "No" part is a phonetic spelling of the French word "nos", which means "our". Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.
Services
Novi Wealth Partners was founded in 1998 under the name Private Wealth Management Group, as a Fee-Only comprehensive financial planning firm. 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).Novi Wealth Partners offers comprehensive financial planning, investment management, tax planning advice, retirement planning, estate planning advice, risk management advice and concierge level wealth management.
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).Novi Wealth Partners offers comprehensive financial planning, investment management, tax planning advice, retirement planning, estate planning advice, risk management advice and concierge level wealth management.
At Novi Wealth Partners, we compassionately and thoughtfully direct our clients in making sound financial decisions. Our goal is to help our clients reduce the stress in their lives caused by financial uncertainties. With an elevated peace of mind about their financial future, our clients are poised to possess a greater sense of well-being and the freedom to live the life that they envision.
One of the benefits wealth gives us is an ability to be financial generous to friends and family members. For many of us, the primary. When Bob and Diane came to see us for the first time they had all the makings of the ideal client. They had diligently saved for their. No, we are not talking about the hit movie from 1996 (written by local writer Christopher McQuarrie).
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Suzanne Kindschi
Aug 08, 2016
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