Novus Wealth Strategies
About
Novus Wealth Strategies is a financial planning firm in Suite 101 at 628 Maple Avenue in Saratoga Springs. Advisors work on investment, tax and insurance planning for individuals, retirement and estate planning, and business planning and ownership transitions, coordinating with clients’ accountants and attorneys.
Securities and advisory services are offered through Commonwealth Financial Network. The firm’s tagline is that money shouldn’t drive your life; it should propel your lifestyle.
What to know
- The office phone on the firm’s site is 518-886-9593.
- Clients have a secure login with account access and planning tools.
- Form CRS and regulatory disclosures are posted online.
- The team includes associates who began as financial representative interns.
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