wealthmanagement.us.com
Proactive accounting and financial management services designed to keep you on track throughout the year and make managing your finances simple again.
"The best financial advice does not need to be complicated or expensive but it does need to be available when you can use it". - Tony Novak, MBA, MT, Certified Public Accountant
Introductory telephone appointments are available daily without fee or obligation.
Find out how remote online accounting and advisory services can save time and money beginning today!
About the Adviser
Tony Novak is an accountant in the Philadelphia area with more than 25 years experience
providing personal service to clients nationwide.
In 1987 he left Drexel Burnham Lambert - the nation's most powerful Wall Street firm at that time - because he felt frustrated helping the super-rich gather even more wealth. Since then, he has helped with successful small business owners and select individuals with the same level of personal professional service extended to the most affluent clients.
This wealth management service grew from a need expressed by clients who need a range of varying personal services throughout the year, not just at tax time.
Profile article in NJ CPA Magazine - July 2014
Form ADV (historical only)