Williams & Novak Wealth Management, LLC

Jacob Williams is a financial advisor at Williams & Novak Wealth Management, LLC with 25 years of industry experience. His background includes long tenures at Charles Schwab Bank and Charles Schwab & Co., Inc., followed by roles at Western International Securities, Inc. and Alexander Capital, L.P. Outside of advisory work, he serves as a board member for the Griffin Board of Education and is the owner and manager of Williams & Novak Tax Partners, LLC. Williams & Novak Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and businesses, providing portfolio management, financial planning, and consulting services. The firm employs a long-term investment approach combining fundamental and technical analysis across various asset classes and offers direct indexing strategies and tax-loss harvesting through multiple platforms.

Michael De Luz is a financial advisor with Williams & Novak Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Vistia Capital, LLC, Thornton and Associates, Kovack Advisors, Inc., and Lazari Capital Management. He is also involved in managing non-investment businesses related to tax advisory and compliance consulting through RMD Consulting LLC. Williams & Novak Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and businesses, providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a long-term investment process integrating fundamental and technical analysis and offers services including direct indexing, tax-loss harvesting, and educational workshops.

Jacob Denzler is a financial advisor at Williams & Novak Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked in transportation and concrete cutting industries. Williams & Novak Wealth Management serves individual and high-net-worth clients, trusts, estates, retirement plans, and businesses with portfolio management, financial planning, and consulting services. The firm employs a long-term investment approach combining fundamental and technical analysis and offers various strategies including direct indexing and tax-loss harvesting.

Daniel Novak is a CFP® professional with 11 years of industry experience currently serving at Williams & Novak Wealth Management, LLC. His prior experience includes roles at Alexander Capital, L.P., Integrity Brokerage, Western International Securities, Inc., and Charles Schwab. Outside of advisory services, he is involved with Estate Documents Pro, LLC, providing estate document referrals. Williams & Novak Wealth Management serves individual and high-net-worth clients, trusts, estates, retirement plans, and businesses, offering portfolio management, financial planning, and consulting services. The firm employs a long-term investment process that integrates fundamental and technical analysis and utilizes a range of investment vehicles, including direct indexing and tax-loss harvesting, supported by multiple platforms and affiliated tax and insurance businesses.

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 designations. Her prior experience includes positions at Dynamic Wealth Advisors, Ascensus, and Enterprise Sage. Williams & Novak Wealth Management serves individual and high-net-worth clients as well as trusts, estates, retirement plans, and businesses, offering portfolio management, financial planning, and consulting services. The firm employs a long-term investment approach combining fundamental and technical analysis, utilizing a variety of asset classes and strategies including direct indexing and tax-loss harvesting.