Novi Wealth Partners

Daniel Satz is a financial advisor at Novi Wealth Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Private Wealth Management Group, LLC since 2015. Novi Wealth Partners serves individual and high-net-worth clients, trusts, estates, charitable organizations, and corporate and pension plans, providing comprehensive financial planning and investment management on a fee-only basis. The firm manages approximately $492 million in client assets through a team of eight advisors and employs a documented asset-allocation process that integrates client goals, risk tolerance, and tax-aware portfolio construction.

Devin Starr is a financial advisor at Novi Wealth Partners in Princeton, NJ, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Novi Wealth Partners in 2022, he worked at LPL Financial and Northwestern Mutual in various investment and insurance roles. Outside of his advisory work, he has served with the Freehold Township Independent Fire Company since 2017. Novi Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and corporate pension plans, providing comprehensive financial planning and investment management on a fee-only basis. The firm emphasizes a documented asset-allocation process that incorporates clients’ goals and risk tolerance, focusing on passive core exposures and tax-aware portfolio construction.

Anthony Schaub is a CFP®-certified financial advisor at Novi Wealth Partners in Princeton, NJ, with three years of industry experience. Prior to joining Novi Wealth Partners, he held roles at Uber, JPMorgan Chase Bank, and J.P. Morgan Securities. Novi Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and corporate pension plans, providing comprehensive financial planning and both discretionary and non-discretionary investment management on a fee-only basis. The firm manages approximately $492 million in client assets through a team of eight advisors and emphasizes a documented asset-allocation process that integrates client goals, risk tolerance, and tax-aware portfolio construction.

Ryan Dunn is a financial advisor at Novi Wealth Partners with 11 years of industry experience. He holds a Series 65 designation and has been with Private Wealth Management Group, LLC since 2013. Novi Wealth Partners serves individual and high-net-worth clients, trusts, estates, charitable organizations, and corporate pension and 401(k) plans. The firm provides comprehensive financial planning and both discretionary and non-discretionary investment management on a fee-only basis, managing approximately $492 million in assets through a team of eight advisors.

Ryan Vogel is a CFP® professional with 19 years of industry experience, currently serving at Novi Wealth Partners in Princeton, NJ. He has been with the Private Wealth Management Group, LLC since 2013. Vogel also serves as Treasurer on the board of Trinity Counseling Services, a nonprofit organization. Novi Wealth Partners is a fee-only firm managing approximately $492 million in assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate plans. The firm employs a documented asset-allocation process focused on passive core exposures, tax-aware portfolio construction, and risk management, supported by a team of eight advisors and six CFP practitioners.

Brenden Leese is a financial advisor at Novi Wealth Partners with five years of industry experience. He holds a Series 65 designation and has worked at Novi Wealth Partners since 2019, following prior roles at Radnor Financial Advisors and Temple University. Novi Wealth Partners serves individual and high-net-worth clients, trusts, estates, charitable organizations, and corporate and pension plans. The firm provides comprehensive financial planning and investment management on a fee-only basis, emphasizing a documented asset-allocation process that incorporates clients’ goals, risk tolerance, and tax-aware portfolio construction.

Robert Dunn is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Private Wealth Management Group, LLC since 2013. Dunn is based in Princeton, NJ, and is part of the Novi Wealth Partners team. Novi Wealth Partners serves individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and corporate/pension/401(k) plans, offering comprehensive financial planning and investment management on a fee-only basis. The firm employs a documented asset-allocation process that integrates client goals, risk tolerance, and tax-aware portfolio construction, emphasizing passive core exposures and disciplined portfolio management.