Broker Check

De Novo Wealth Management
1525 McCarthy Blvd., Ste 1005
Milpitas, CA 95035

Team

The team at De Novo Wealth Management can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.