Marshall Wealth Rebrands To Novus Wealth

Marshall Wealth Selects The Name ‘Novus’ To Reflect The Future Of Both The Firm And Its Clients
Brad Marshall, Founder, Novus Wealth Group
Brad Marshall, Founder, Novus Wealth Group

Marshall Wealth Management Group, a full-service independent wealth management firm, has rebranded to Novus Wealth Group. Founded in 2005, and headquartered in Los Gatos, California, with an additional office in Pasadena, the Novus team includes Founder Brad Marshall and Partners Robert Claros, Don Elliott and Deanna Dominguez, and manages nearly $370 million in total client assets.

According to Marshall, “At its core, the name ‘Novus’ means new, which is appropriate not just for our firm’s new beginning, but for our clients, as they move through life.”

He continued, “As the practice expanded and we brought on new financial professionals and clients, it became apparent that we had outgrown our prior name. We were no longer a solo practitioner office with clients limited to Northern California. We now have two offices and serve clients in more than 20 states. Our new brand platform reflects the future of our firm and the direction we are charting to help clients reach their financial goals in an evolving wealth management industry.”

With a focus on educating clients and their families, Novus contends that it builds trust and long-term relationships by communicating in a simple, clear and transparent manner. The firm believes its success can be attributed to its wealth management approach that combines sophisticated products, innovative technologies and informed guidance with a modern, personalized solutions-based approach to helping clients reach their goals.

The independent wealth management firm affiliated with Cadaret Grant in 2023.

Michael Madden, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at mmadden@wealthsolutionsreport.com.

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