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MassMutual financial professional.

Adam Novakemail

Adam S. Novak

470 James St, #007
New Haven, CT 06513

  • Professional Story

    I focus my practice on the financial and investment planning, wealth and risk management needs of individuals, families, and business owners.

    Prior to joining Charter Oak, I worked as a wealth director for high-net-worth individuals and families at BNY Mellon Wealth Management in Boston, MA. I earned a designation as an Accredited Wealth Management Advisor (AWMA®) from the College for Financial Planning. I also hold a degree in marketing from Bryant University in Smithfield, RI.

    Outside of the office, I enjoy staying active, traveling, and cooking. My wife Stephanie and I reside in Madison, CT.

  • Languages:
    • English

  • Credentials:
    • AWMA®

  • Specialties:
    • Insurance Strategies
    • Business Owners
    • Risk Management Strategies
    • Investment Strategies

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