Business Details
32 Years
experience
Your Trusted Financial Partner for Investment and Retirement Planning
Novem Group is a client-focused financial advisory firm with over 30 years of experience in investment management and wealth planning. Founded in 1994, we specialize in creating personalized financial strategies for individuals and businesses, emphasizing retirement planning, portfolio management, and risk mitigation. Our team of certified professionals combines deep industry expertise with a fiduciary commitment to prioritize client needs. Recognized as one of Rochester's Top 100 companies for four consecutive years, we leverage advanced technology and rigorous investment processes to deliver tailored solutions. Our services span from comprehensive wealth management to specialized retirement plan consulting for employers.We maintain transparency through fee-based arrangements and adhere to strict compliance standards, ensuring clients receive objective, conflict-free advice. With offices in Rochester, NY, and Jupiter, FL, we serve clients nationwide while maintaining local market expertise. Our investment philosophy focuses on preparing portfolios for future economic conditions through diversified, risk-adjusted strategies. We emphasize long-term relationships, providing ongoing education and support to help clients navigate complex financial decisions. Novem Group's culture prioritizes work-life balance for employees, fostering a team dedicated to exceptional client service and community engagement.
Services
Investment Management
Retirement Planning
Wealth Management
Financial Planning
Risk Management
Portfolio Analysis
Estate Planning
Group Retirement Plans
Insurance Solutions
Tax-Efficient Strategies
Details
- Year established: 1994
Highlights and features
- 30+ years of experience in financial advisory services
- Personalized investment strategies with risk-adjusted approaches
- Fiduciary commitment to act in clients' best interests
- Recognized as Rochester's Top 100 company for four years
- Nationwide service with local market expertise in NY and FL
Associations and certifications
- SEC
What people say
Exceptional personalized service
Knowledgeable advisors
Effective retirement strategies
Transparent fee structures
Responsive communication
Services
Investment Management
Our investment management service creates customized portfolios aligned with clients' risk tolerance and financial goals. We employ active risk management strategies and tactical adjustments to navigate changing market conditions. The team utilizes both proprietary and third-party research to construct diversified portfolios across multiple asset classes, focusing on long-term growth and capital preservation while maintaining strict compliance with fiduciary standards.
Retirement Planning
We develop comprehensive retirement strategies that address income needs, tax efficiency, and asset distribution. Our approach combines investment planning with risk management techniques to ensure financial security throughout retirement. The service includes Social Security optimization analysis, required minimum distribution planning, and legacy considerations for high-net-worth clients seeking sustainable income streams.
Wealth Management
Our wealth management solutions integrate financial planning with investment strategy to address complex client needs. Services include estate planning coordination, tax-efficient investing, and intergenerational wealth transfer strategies. We work closely with legal and tax professionals to create holistic plans that preserve and grow family wealth across multiple generations.
Financial Planning
We offer full-spectrum financial planning covering cash flow analysis, debt management, insurance needs assessment, and education funding strategies. Our certified advisors use advanced planning tools to model various financial scenarios and help clients make informed decisions about major life transitions and long-term financial goals.
Group Retirement Plans
We design and administer employer-sponsored retirement plans including 401(k), 403(b), and SIMPLE IRA solutions. Our services cover fiduciary support, investment selection, compliance testing, and employee education programs. We help businesses implement retirement benefits that attract talent while managing regulatory requirements and minimizing employer liability.
People
Robert Bartolotta
CEO
Founder of Novem Group with over 30 years in financial services. Holds multiple securities licenses and has led the firm's growth to manage $1.17 billion in assets. Recognized nationally for office leadership excellence.
Patrick Manuel
President
Promoted to President in 2022 after leading sales initiatives since 2014. Holds Series 7 and 66 licenses with Accredited Investment Fiduciary designation. Focuses on strategic growth and client relationship development.
Charles Herendeen
Managing Director
Senior financial advisor specializing in retirement plans with 30+ years experience. Holds CRSP, CISP, and AIF designations. Recognized by Financial Times as top retirement adviser in 2016-2018.
Andy Gentile
Wealth Advisor
Certified Financial Planner with multiple advanced designations. Former industry executive with 40+ years experience. Specializes in comprehensive wealth strategies for high-net-worth individuals and medical professionals.
Cathy Gueli
Wealth Advisor
Certified Financial Planner with military and corporate leadership background. Former Xerox executive with expertise in strategic planning and risk management. Focuses on transition planning for corporate executives and retirees.
Questions
What financial services does Novem Group offer?
We provide investment management, retirement planning, wealth management, financial planning, and corporate retirement plan consulting services for individuals and businesses.
How does Novem Group approach investment management?
Our approach combines core holdings with tactical strategies, focusing on risk-adjusted returns and long-term portfolio growth aligned with clients' financial goals and risk tolerance.
What are your minimum account requirements?
Minimums range from $1,000 for tax-efficient risk-based strategies to $150,000 for options strategies, with most investment portfolios requiring $5,000-$50,000 minimum investments.
Do you serve clients outside New York and Florida?
Yes, we serve clients nationwide through digital platforms while maintaining physical offices in Rochester, NY, and Jupiter, FL for local consultations.
Are your advisors fiduciaries?
Yes, our advisors operate under fiduciary standards, legally obligated to act in clients' best interests through fee-based arrangements and transparent disclosure practices.
Reviews (2)
Jine Shafer
Jan 22, 2019
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There is a woman named rebecca Allen here that helped me for 10 min and got my problem solved that took another company a month and 1/2 to do. Awesome place to do business with A+++++
Jenn Herrman
Oct 02, 2018
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I would highly recommend the Novem Group to anyone looking for financial or wealth management services. They offer fantastic service for both business owners and individuals!
