SEC CRD #801-77565
--> Novi Wealth Partners | Holistic Wealth Management top of page CLIENT LOGIN CONTACT Call Us Everyone Has A Unique Vision For Their Lives Get Started Let us help you develop a plan that meets your needs and goals 26 25 100 % Years In Business Independent States Fiduciaries Since 1998 Employee Owned - Conflict Free Advice Serving Clients Across The Country Focus not on money, but what money can do for you and your loved ones. We recognize that everyone s situation is different, and there are many unique and ever-changing factors affecting our clients financial security. As wealth managers, 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. EXCLUSIVE We offer customized, non-proprietary solutions solely in our clients best interest. FEE-ONLY Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee. COMPREHENSIVE It s more than just investing successfully. We understand the big picture. CONTACT US Start Your Journey Today bottom of page
ROBERT DUNN
PRESIDENT AND CCO
๐ (609) 921-7002
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AUM
$613M
Location
PRINCETON, NJ
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