Williams & Novak Wealth Management, LLC

Jacob Williams is a financial advisor at Williams & Novak Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab, Western International Securities, and Alexander Capital. Williams serves as a board member for the Griffin Board of Education and owns Williams & Novak Tax Partners, LLC. Williams & Novak Wealth Management is a team-based registered investment adviser serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $343 million for about 275 clients using proprietary models, sub-advisor solutions, and direct-indexing strategies with a focus on customization and tax-loss harvesting.

Michael De Luz is a financial advisor at Williams & Novak Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Vistia Capital, LLC and Thornton and Associates. Outside of advisory roles, he manages a tax advisory and bookkeeping business through RMD Consulting LLC. Williams & Novak Wealth Management is a team-based registered investment adviser managing approximately $343 million for individuals, corporations, pension plans, and charitable organizations. The firm employs a combination of proprietary model portfolios, sub-advisor solutions, and direct-indexing strategies to provide customized portfolio management and financial planning services.

Jacob Denzler is a financial advisor at Williams & Novak Wealth Management, LLC, holding a Series 65 designation. He has one year of experience in the industry and previously worked in the transportation and concrete cutting sectors. Williams & Novak Wealth Management is a team-based registered investment adviser managing approximately $343 million for around 275 clients, including individuals, corporations, pension plans, and charitable organizations. The firm uses a combination of proprietary model portfolios, sub-advisor solutions, and direct-indexing strategies with a focus on customization and tax-loss harvesting.

Daniel Novak is a CFP® professional with 11 years of experience in financial services. He is currently a wealth manager and executive at Williams & Novak Wealth Management, LLC in Westlake Village, CA. His previous roles include positions at Alexander Capital, Integrity Brokerage, Western International Securities, and Charles Schwab. Novak is also involved in non-investment business activities including managing an estate document referral service and ownership roles in affiliated tax preparation and insurance firms. Williams & Novak Wealth Management is a team-based registered investment adviser serving individuals, including high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $343 million for about 275 clients, combining proprietary model portfolios with sub-advisor solutions and direct-indexing strategies to provide customized portfolio management and financial planning services.

Tanya Escobedo is a financial advisor at Williams & Novak Wealth Management, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Dynamic Wealth Advisors and Ascensus. Williams & Novak Wealth Management is a team-based registered investment adviser serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $343 million through a combination of proprietary model portfolios, sub-advisor solutions, and direct-indexing strategies with an emphasis on customization and tax-loss harvesting.