Marshall Wealth Management Group, a full-service independent wealth management firm, announced this week that it rebranded to Novus Wealth Group.
The firm chose its name and brand platform to reflect its new and expanded capabilities and commitment to serving clients through each phase of their financial lives, according to a press release.
Headquartered in Los Gatos, California, with another office in Pasadena, Novus includes Founder Brad Marshall, AIF®, CDFA™ and Partners Robert Claros, AIF®, Don Elliott and Deanna Dominguez. The firm, which is affiliated with Cadaret Grant, manages nearly $370 million in total client assets.
“We are thrilled to start the next chapter of our firm’s evolution as Novus Wealth Management,” Marshall said in the release. “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, whether it’s getting married, buying a house, educating children, selling a business or retiring. We are there for them for all their new beginnings, providing them personalized support and service every step of the way.”
Novus combines wealth management with comprehensive financial planning. The firm’s personalized, concierge support looks to simplify and improve clients’ quality of life, according to the release.
“As the practice expanded and we brought on new financial professionals and clients, it became apparent that we had outgrown our prior name,” Marshall added. “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.”
