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.

Checking Your Portfolio Isn't the Same as Reviewing It
06/01/2026

Checking Your Portfolio Isn't the Same as Reviewing It

Nearly half of investors check their portfolio at least once a day.1Many of them aren't reviewing anything.They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.That's a....

529 plans are one way families may consider saving for future education expenses.Understanding how they work can help su...
05/29/2026

529 plans are one way families may consider saving for future education expenses.

Understanding how they work can help support more informed planning decisions over time.

Simple. Clear. Transparent. It’s the Novus way.

Remembering and honoring those who served and sacrificed. Memorial Day
05/25/2026

Remembering and honoring those who served and sacrificed. Memorial Day

Mother’s Day is a moment to recognize the impact of care, support, and thoughtful guidance across generations.With appre...
05/14/2026

Mother’s Day is a moment to recognize the impact of care, support, and thoughtful guidance across generations.

With appreciation for all that you do. 💐
Simple. Clear. Transparent. It’s the Novus way.

Mental Health Awareness Month is a reminder to slow down, check in, and prioritize well-being.Clarity starts with taking...
05/08/2026

Mental Health Awareness Month is a reminder to slow down, check in, and prioritize well-being.

Clarity starts with taking care of yourself.

Simple. Clear. Transparent. It’s the Novus way.

The Estate Plan That Looks Complete on Paper
05/07/2026

The Estate Plan That Looks Complete on Paper

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.The plan is right there in the drawer. The folder is labeled. The signatures are in place.It just doesn't do what the family thought it would do.That's the version of estate plan...

Life Insurance Day highlights the importance of understanding how protection planning fits into your broader financial p...
05/02/2026

Life Insurance Day highlights the importance of understanding how protection planning fits into your broader financial picture.

A thoughtful review can help ensure your plan reflects your current priorities.

Simple. Clear. Transparent. It’s the Novus way.

Address

634 N. SANTA CRUZ Avenue STE 114
Los Gatos, CA
95030

Opening Hours

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

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