Novi Wealth Partners

Samson Wealth Management Group is a highly reputable financial services company based in Fort Washington, PA. With a team of experienced professionals, they provide comprehensive wealth management services to affluent families, offering personalized advice and guidance to help clients achieve their financial goals. Their holistic approach combines wealth planning, investment planning, retirement planning, asset protection planning, and executive planning, ensuring that each family's unique needs are met. Backed by the resources and expertise of a nationally recognized financial services company, Samson Wealth Management Group is dedicated to helping clients create, grow, and preserve their family's wealth. With a passion for assisting clients, Mark Samson, the President and Senior Financial Advisor of Samson Wealth Management Group, has been recognized as a Forbes Best-In-State Wealth Advisor in Pennsylvania for multiple years. Their commitment to providing timely, unbiased advice and personalized service sets them apart in today's complex financial landscape. Whether clients are seeking guidance on bonds and bond funds, estate planning, mortgage recasting, or college funding, Samson Wealth Management Group is dedicated to helping clients navigate the intricacies of their financial journey with confidence.Generated from the website

Ulysses Management LLC is a diversified investment firm based in New York, NY, with over $1 billion in capital under management. Led by Joshua Nash, the firm follows a variety of investment strategies in pursuit of superior long-term investment results. With a focus on partnership and alignment of interests, Ulysses invests in businesses with proven business models, motivated management teams, and enduring free cash flow. Founded over 20 years ago, Ulysses is the successor firm to Odyssey Partners, LP, and continues the tradition of investment innovation in public, private, and alternative markets. The firm emphasizes long-term investment horizons, operational focus, and value creation through close partnership with exceptional management teams. Ulysses also employs rigorous fundamental analysis and risk control in its investment strategies in public markets and hedge fund managed accounts.Generated from the website