Novēm Wealth is an independent, privately held wealth management firm and a sixth-generation Texas family business. With more than 32 years of professional expertise and a team combining 98 years of experience, the firm serves individuals and families through changing financial needs and life stages. Its clients include families pursuing long-term financial independence, business owners, entrepreneurs, inheritors, and trusts, foundations, and family offices focused on preserving wealth across generations.

Novēm Wealth offers personalized wealth management and financial planning, including tailored investment strategies, portfolio management, business and liquidity strategies, legacy and protection planning, family and generational planning, and oil and gas tracing. Its investment approach is described as tactical and adaptive, with attention to risk management and clients’ long-term goals. The firm also provides mortgage lending, tax planning and filing, and bookkeeping services.

Novēm emphasizes client-focused stewardship, integrity, and individualized advice, aiming to align financial strategies with each client’s goals, values, and vision for the future