Williams & Novak
Wealth Management

Home
About
Resource Center
Tools
- Glossary
- Tax Resources
Contact
Client Logins

Jacob Williams, AAMS®

Sr. Wealth Manager

jwilliams@wnwmllc.com

Contact

Williams & Novak Wealth Management, LLC.

Office: (626) 773 -1700

Office: (626) 773 - 2014

30700 Russell Ranch Road

Suite 250

Westlake Village, CA 91362

info@wnwmllc.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.

Williams & Novak Wealth Management provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Williams & Novak Wealth Management is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Information about your visits to our website. We store records of the activities on our sites in our web server logs, which automatically capture and save the information electronically. The information we collect helps us administer the site, analyze its usage, protect the website and its content from inappropriate use, and improve the user’s experience.

Jacob Williams and Dan Novak are Investment Advisor Representatives with Dynamic Wealth Advisors dba Williams & Novak Wealth Management . All investment advisory services are offered through Dynamic Wealth Advisors. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https:/ / adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy.

Jacob Williams, AAMS®

Sr. Wealth Manager

(626) 773 - 1700

jwilliams@wnwmllc.com