Novus Wealth Group

Novus Wealth Group Simple. Clear. Transparent. It's the Novus way. We offer a modern approach that combines wealth management with comprehensive financial planning.

We understand that prosperity isn’t confined to a balance sheet. We’ve transformed the traditional “financial advisor” role and put time-tested support services, as well as investment solutions, to work for you at every step of your life journey. Our personalized, concierge support moves beyond your bottom line to simplify and improve your overall quality of life. You’ll collaborate with our team

to create a plan that speaks to you and addresses your needs for today and tomorrow. Your personal plan will reflect your vision and what values are most important to you. Novus Wealth Group: Where Classic Analysis Meets Cutting-Edge Solutions. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, and Member FINRA (www.finra.org) /SIPC (www.sipc.org). Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

What to Do With Your Next Dollar: A Financial Order of Operations
08/12/2026

What to Do With Your Next Dollar: A Financial Order of Operations

What do you do when you earn well and have generally dialed in the fundamentals: save, invest, reduce debt, stay protected? The challenge was never knowing what to do. It's knowing what to do first, and in what order.That's a harder question than it looks. Each of these priorities is sound on its ow...

Trump Accounts: What Parents and Grandparents Should Know
07/17/2026

Trump Accounts: What Parents and Grandparents Should Know

Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.Depending on the article, they sound like a college fund, a retirement account, or something brand new altogether.For parents and grandparents trying to figure out whether any of it matters for their f...

AI continues to transform the investment landscape—but thoughtful investing isn't about predicting one outcome.LPL Resea...
07/16/2026

AI continues to transform the investment landscape—but thoughtful investing isn't about predicting one outcome.

LPL Research explores why considering a range of possibilities can help investors stay focused during periods of innovation and uncertainty.

Markets evolve. Narratives change. A disciplined investment approach remains important through both.

Read more: https://bit.ly/4vDNaJN

Source: LPL Research

LPL Research dares to imagine a non-consensus future for AI where reality fails to meet lofty investor expectations.

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)
07/02/2026

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.For much of the last century, retirement followed a fairly predictable pattern: work for decades, retire around age 65, and slow down. Today, that picture looks very different.Retirement has evo...

For Take Your Dog to Work Day, we promoted from within 🐾 Meet Dolce, Pawfolio Manager, and Bailey, Director of Barketing...
06/26/2026

For Take Your Dog to Work Day, we promoted from within 🐾 Meet Dolce, Pawfolio Manager, and Bailey, Director of Barketing. Compensation package includes treats, belly rubs, and unrestricted squirrel surveillance. 📈🐾💼

Hello, sunshine! ☀️ Chasing the sun and wishing everyone a bright, happy, and prosperous summer season ahead. 🏖️🐚
06/22/2026

Hello, sunshine! ☀️ Chasing the sun and wishing everyone a bright, happy, and prosperous summer season ahead. 🏖️🐚

To the dads, stepdads, grandpas, and father figures—thank you for the steady love, quiet strength, and terrible dad joke...
06/21/2026

To the dads, stepdads, grandpas, and father figures—thank you for the steady love, quiet strength, and terrible dad jokes. Happy Father’s Day 💙

Wishing everyone a meaningful Juneteenth! ❤️💛💚
06/19/2026

Wishing everyone a meaningful Juneteenth! ❤️💛💚

Celebrating a month full of love, diversity, and vibrant community! May your June be filled with endless color. 🌈✨
06/08/2026

Celebrating a month full of love, diversity, and vibrant community! May your June be filled with endless color. 🌈✨

Business Succession Planning: Built to Last vs. Built to Transfer
06/05/2026

Business Succession Planning: Built to Last vs. Built to Transfer

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.Then comes a quieter assumption: that when it's time to step away, the rest will somehow sort itself out.Research suggests it usually doesn't.The Businesses That Quietly Run...

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16 N Marengo Avenue, Ste 500
Los Gatos, CA
91101

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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