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MEMBER PROFILE

 

Steven Novotny

Icon Wealth Partners

 

Member profile details

Membership level
Houston Individual
First name
Steven
Last name
Novotny
Title
Wealth Advisor
Company
Icon Wealth Partners
XPX Chapter Email Lists
  • Houston News & Events
 

CONTACT INFORMATION

City
Houston
State
Texas
 

PROFILE INFORMATION

Call me when
Your clients want to reduce their taxes, reduce their business risk, and transfer wealth to the next generation or charitable cause
Profession
  • Accountant
  • Wealth Manager
Functional Expertise
  • Capital markets
  • Charitable giving
  • Private equity
  • Private placements
  • Tax
Client Industry(ies)
  • Business Services
  • Energy/Utilities
  • Financial Services
  • Manufacturing
  • Real Estate/Construction
Professional Certification(s)
Certified Financial Planner
Advisor Resource Relationships
  • B2B CFO
  • BEI
In Business Since
2017
How to contact
7133793815
LinkedIn profile link
www.linkedin.com/in/stevennovotnycfp
Business Focus
Tax consulting and generational wealth transfer
Client Results
Reduce taxes and reduce business interruption risk
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