Services Offered
Wealth Management
Comprehensive investment portfolio management tailored to your financial goals and risk tolerance.
Financial Planning
Holistic strategies covering budgeting, savings, retirement, and estate planning for long-term security.
Investment Advisory
Expert guidance on investment options, market trends, and asset allocation to optimize growth.
Proactive Client Support
Ongoing monitoring, responsive communication, and connections to trusted professionals like mortgage advisors.
Financial Education
Clear explanations and workshops to help clients understand complex financial concepts and decisions.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
J
Jeanette Rees
via Google
about 1 month ago
We’ve been working with Jeff and the team at Novel Wealth for about a year now and the experience has been exceptional. Our portfolio is growing and, just as importantly, we feel genuinely supported beyond investments alone. Jeff takes a holistic approach and is always connecting us with the right experts when needs come up. Mortgage renewal, he has a trusted person. Executive recruiter, he has you covered. What really stands out is how proactive and well connected he is. It feels less like a traditional advisor relationship and more like having a thoughtful partner in your corner who understands both your financial goals and real life needs. Highly recommend Jeff and his Novel Wealth team.
T
Trisha S.via Google
about 1 month ago
Jeff Carter and team are amazing at what they do. From the first meeting till now, we've learned so much about how to manage our finances effectively. Jeff & team were able to build a solid plan for us, while always being patient and explaining everything thoroughly. It's a pleasure to work with this team, because they really seem to have their clients' best interest in mind. Every time I speak to them I learn something new and valuable. I would highly recommend Jeff and his team to anyone looking for help managing their finances and investments!
M
Martha M Clementinovia Google
about 1 month ago
We have been working with Jeff and team for just over a year and it's been a great experience. We have full trust and confidence in him and his team. They are very responsive and down to earth and our investments continue to grow. Highly recommend to anyone looking for a wealth management team.
P
Phiavia Google
about 1 month ago
We've had an excellent experience working with the Novel Wealth team over the years, in particular Jerome Townsend and Ryan Di Florio. They are knowledgeable, responsive, and genuinely invested in our long-term financial well-being. They take the time to explain things clearly, offer thoughtful guidance and make complex decisions feel manageable. We've always felt supported and highly recommend to anyone looking for trusted financial advisors.
S
Sara Cecchettovia Google
3 months ago
Mark and the team at Novel Wealth have been amazing to work with. We were originally intimidated by the process of setting up an investment account but they've made it so accessible, informative and easy. They took the time to explain our options in detail without rushing us to make decisions. They're always super quick to answer emails or questions. Overall an amazing team and experience!
