Morgan Stanley Private Wealth Management


The Novelli Group

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The Novelli Group

DEDICATED TO EXCEEDING CLIENT EXPECTATIONS

Our Story and Services

Our Story

We believe in establishing credibility with you through our actions and our results. 

We deliver a wide range of capabilities to help address the complex, multifaceted challenges of managing significant wealth.

We have brought together a deep and capable team, committed to each other and our clients to provide industry-leading service to you and your family.

VIRTUAL FAMILY OFFICE CAPABILITIES

CORPORATE AND EXECUTIVE CAPABILITIES

Services Include

  • Wealth Management
  • Asset Management
  • Estate Planning Strategies
  • Executive Financial Services
  • Philanthropic Services


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Credible, Capable and Committed

CREDIBLE, CAPABLE AND COMMITTED TO YOUR SUCCESS

At The Novelli Group, we are a dedicated team of experienced financial professionals with a common mission: to exceed our clients’ expectations. We share proven principles that guide our efforts, and follow a disciplined process to developing long-term, dependable and predictable plans designed to meet each of your most important priorities.

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Proven Process

PROVEN PROCESS

As you achieve significant financial success, you begin to face a number of distinct challenges and complications managing your affairs. You begin to face more complex investment choices, and your decisions may take on greater consequences. In a world that has become increasingly complex against a backdrop of capital markets that demand greater attention than ever before, you also want to protect your interest, your family and your hard-earned resources.

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Proven Principles

PROVEN PRINCIPLES

In the process of working with numerous affluent families over the course of many decades, we have developed a core set of principles that underpin our investment philosophy. This is the bedrock upon which we create highly customized strategies to address your family’s specific needs and goals.

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Aligned Interests

ALIGNED INTERESTS. SHARED VALUES.

I started working over three decades ago and am nearing 30 years on Wall Street. In addition to being a financial advisor, I would describe myself as a professional saver, thoughtful investor and prudent practitioner.

In my opinion, today’s financial landscape is more complicated and convoluted than ever before. Geopolitical conditions evolve rapidly, information transitions instantly and decisions are often demanded swiftly. Our team is organized to function like a virtual family office, designed to help our clients through the labyrinth prudently. When I face my own retirement, this is what I’ll expect from my advisors, and why we’ve become the team we are today. I want to be surrounded by energetic, motivated, capable and young professionals.

I learn from them, listen to them, and challenge their views and opinions. I do my best to make them think and think again about what can go right but also about what can go wrong. And we expect our clients to do the same.

When I retire, this is the team I’ll trust to help me and my family through the good episodes and the challenging ones, knowing that over the balance of my years, I’ll have wise counsel and thoughtful advice.

This is our team and my virtual family office. I invite you to join me as one of our clients.

David A. Novelli
Managing Director

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Location

Location

  • 600 Travis, Suite 3700
  • Houston, TX 77002


    Meet The Novelli Group

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Managing Significant Wealth

    • Investment Management
    • Wealth Transfer & Philanthropy
    • Cash Management & Lending
    • Family Governance & Legacy
    • Signature Access
    • Business Services

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.

    More From Morgan Stanley

    Ready to start a conversation? Contact The Novelli Group today.

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