Helping You Plan For Your Future
It’s time to start investing in your future. Novem Group has the flexibility and expertise needed to develop innovative, comprehensive solutions and wealth management strategies that yield the best results. We consistently invest in people, technology, and processes to remain at the leading edge of the investment industry. Our Rochester location alone has thirty financial advisors managing over 25,000 accounts and $1 billion in assets.
Our Investment Philosophy
Our investment philosophy is based on the tenet that it is critical to prepare your portfolio not just for today, but for where the economy and markets are headed. To help us meet this demand, your portfolio will be specifically designed to contain core holdings that meet your risk tolerance and time horizon. Purpose-built, tactical strategies with clear objectives are added and continually managed to steer your entire portfolio toward its intended target.
Giving You Peace of Mind
Retirement and Estate Planning
Our team has the skills and experience to build your retirement portfolio, giving you the confidence that when it’s time for you to retire, you will be financially secure. Our firm manages all IRA accounts under a fee arrangement and adheres to a disciplined fiduciary investment process.
Similarly to planning your retirement, preparing an estate plan is one of the most important things you can do to ensure your loved ones have a secure financial future. Our advisors will work with you to lay out a plan that helps you maximize your assets while providing you with the cash flow you need to live comfortably.
Riskalyze Portfolio Analysis
How risk-averse are you as an investor? Your investment portfolio will ultimately reflect your risk tolerance. Your financial advisor should be asking you this question to get a clear vision of the types of investments that suit you best.
For an easy look at how your risk tolerance and current investments align, click here.
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Rochester, NY Location
350 Linden Oaks #140
Rochester, NY 14625
Jupiter, FL Location
601 Heritage Dr #225
Jupiter, FL 33458
Monday - Friday
8:30 AM - 5:00 PM
Saturday - Sunday