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Blogs

Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Novus Wealth Group | Feb 22, 2024

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Novus Wealth Group | Feb 9, 2024

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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Two men sitting at a table and having a conversation
Novus Wealth Group | Jan 17, 2024

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Locations

634 N. Santa Cruz Ave. Suite 114
Los Gatos, CA 95008

16 N. Marengo Ave. Suite 500
Pasadena, CA 91101

Contact Info

E | connect@novuswg.com

     

Los Gatos
P | 408-395-1510

Pasadena
P | 626-289-8974

Bradley Marshall, Donald Elliott, and Robert Claros are registered representatives with, and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Brad Marshall, Los Gatos, CA. CA Insurance License #0B95837. Robert Claros, Pasadena, CA. CA Insurance License #0J18703.

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