Solutions and Advice Tailored to You
Today. Tomorrow. Forever.
Our strategy is straightforward and refreshingly simple—we provide solutions through a combination of portfolio planning and financial guidance. Our goal is to reduce risk, costs and complexity, with complete transparency. We act as your single point of contact for extensive personal wealth management services that include education funding, legacy planning, philanthropy and tax mitigation strategies.
Specific Solutions
Targeted Investing
The difficult decision is whether or not to invest. Once you’ve decided to move forward, your allocation is what counts. Our investment allocations are straightforward, transparent and carefully aligned to your plan goals. Our aim is to preserve capital while addressing your cash management needs.
Legacy planning
We understand the importance of providing for the next generation. We’ll coordinate with your legal and tax advisors to assist you on estate and wealth transfer strategies that help meet the needs of your children and grandchildren.
Insurance Review
Insurance is an important tool to help protect your family’s assets and pay off potential debts. We can advise you on various types of insurance, including life, property and casualty (P&C), disability and long-term care plans.
Education Funding
We’ll help you implement and monitor tax-advantaged college savings programs that work with your planning goals.
Philanthropy
We’ll advise on a variety of strategies that will help you make the greatest impact with your charitable giving while providing relief from taxes.
Retirement Income Planning
We’ll advise you on capital preservation to help preserve your standard of living, as well as strategies to mitigate the impact of inflation and taxes.
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Jacob Williams, Daniel Novak, and Michael DeLuz are investment advisor representative of Williams & Novak Wealth Management. All investment advisory services are offered through Williams & Novak Wealth Management. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https:/ / adviserinfo.sec.gov/IAPD by searching under crd #324173. You can contact us if you would like to receive a copy.
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