Novera Wealth

EST. AUM
$0

CONTACTS

CLIENT ACCOUNTS
0

Firm Details

Metro area New York City
CRD Number 343978
Website n
Client types

Overview

Novera Wealth, Inc. is a newly established, fee-only SEC-registered investment adviser providing wealth management, investment management, financial planning and educational services. The firm primarily serves individuals, high-net-worth individuals and charitable organizations. It develops customized portfolios according to client objectives, risk tolerance, tax considerations and financial circumstances. Investment portfolios primarily use stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents. Novera employs asset allocation, Modern Portfolio Theory, fundamental and technical analysis, and both active and passive management. Financial planning covers retirement, cash flow, estate planning, insurance, taxation, education funding and broader wealth-management needs.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Novera Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company