About DEMMA-NOVAK WEALTH MANAGEMENT
DEMMA-NOVAK WEALTH MANAGEMENT is a leading financial advisory firm that specializes in providing expert wealth management services to clients. With a team of experienced professionals and a vast array of financial offerings, DEMMA-NOVAK is dedicated to helping clients achieve their financial goals and secure their future.
How Does the Advisor Help Clients – Key Takeaways:
DEMMA-NOVAK WEALTH MANAGEMENT believes in building long-term relationships with clients and providing them with comprehensive, personalized financial solutions. The firm takes a holistic approach to wealth management, taking into account the unique needs and objectives of each client to create customized strategies that align with their goals.
Facts and Insights
Below are some key facts and insights about DEMMA-NOVAK WEALTH MANAGEMENT:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
The above numbers demonstrate DEMMA-NOVAK’s experience and success in managing clients’ assets and helping them build and preserve their wealth.
Financial Services Offered
DEMMA-NOVAK WEALTH MANAGEMENT offers a wide range of financial services to cater to their clients’ diverse needs. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
DEMMA-NOVAK serves a diverse clientele, including:
- High net worth individuals
- Families
- Business owners
- Individuals nearing retirement
Fees & Compensation
DEMMA-NOVAK WEALTH MANAGEMENT operates on a fee-only basis, which means their compensation comes solely from the fees paid by the clients for their services. This structure eliminates any potential conflicts of interest and ensures that the firm’s advisors act solely in the best interest of their clients.
Background
The founders of DEMMA-NOVAK WEALTH MANAGEMENT, John Demma and Sarah Novak, bring a combined experience of 40 years in the financial industry. They are both seasoned financial advisors and have a deep understanding of the complex financial landscape and how to navigate it effectively.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, DEMMA-NOVAK values transparency and is committed to providing clients with all the necessary information to make informed decisions. Below are some important disclosures to keep in mind:
- DEMMA-NOVAK is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm has no legal or disciplinary actions against it.
- None of the firm’s advisors have any disciplinary history.
- DEMMA-NOVAK does not have any affiliations with third-party brokerage firms or insurance companies, ensuring unbiased and objective financial advice for clients.
- The firm has a fiduciary duty to act in the best interest of their clients at all times.