Your Trusted Partners

About Williams & Novak

"At Williams & Novak Wealth Management, our mission is to empower individuals, families, and businesses to achieve their financial goals through personalized, comprehensive wealth management strategies. We are committed to delivering expert guidance, fostering long-term relationships, and providing innovative solutions that align with our clients' values and aspirations. By combining deep financial knowledge with unwavering integrity, we strive to create lasting wealth, security, and peace of mind for every client we serve."

Who We Are

At Williams & Novak Wealth Management, we leverage over 100 years of combined experience in the finance industry to provide wealth management services tailored to the unique needs of each client. Our leadership team consists of seasoned professionals with deep expertise in investment strategy, financial planning, risk management, and estate planning. With a strong track record of navigating the complexities of both global markets and personal wealth, we are committed to guiding individuals, families, and businesses toward achieving their financial aspirations.

As a trusted partner, we focus on building long-term relationships and offering personalized strategies that evolve with our clients’ changing needs and goals. At the core of our approach is a commitment to integrity, transparency, and a client-first mentality, ensuring that we always act as fiduciaries to those we serve. With our combined decades of experience, we empower clients to make informed financial decisions with confidence, knowing their wealth is in the hands of proven experts.

A woman with curly hair is smiling and wearing a colorful shirt.

Jacob Williams, AAMS®

co-founder | Senior wealth manager

Phone: (626) 773 - 1700

Email: jwilliams@wnwmllc.com

A man in a suit and tie is smiling for the camera.

Daniel Novak, MBA, CFP®

co-founder | Senior wealth manager

Phone: (626) 773 - 2014

Email: dnovak@wnwmllc.com

William Santangelo

Chief Operations Officer

Phone: (213) 300-1779

Email: wsantangelo@wnwmllc.com

Michael DeLuz, MBA, MA, EA,

Chief Compliance Officer | Senior Wealth Manager

Phone: (949) 220-2229

Email: mdeluz@wnwmllc.com

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The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

Williams & Novak Wealth Management provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Williams & Novak Wealth Management is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Information about your visits to our website. We store records of the activities on our sites in our web server logs, which automatically capture and save the information electronically. The information we collect helps us administer the site, analyze its usage, protect the website and its content from inappropriate use, and improve the user’s experience.

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.

Your Trusted Partners

About Williams & Novak

Our Mission

Who We Are

Meet the Team Guiding Your Financial Journey

Jacob Williams, AAMS®

co-founder | Senior wealth manager

Daniel Novak, MBA, CFP®

co-founder | Senior wealth manager

William Santangelo

Chief Operations Officer

Michael DeLuz, MBA, MA, EA,

Chief Compliance Officer | Senior Wealth Manager

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