welcome to nova wealth management
Secure your legacy.
Protect your wealth.
Financial planning tailored for Florida’s discerning retirees and high-net-worth individuals. Navigate your retirement with confidence through comprehensive wealth management strategies.
years combined experience
We serve clients all over the United States
client retention rate
comprehensive wealth management services
comprehensive wealth management services
From retirement planning to estate strategies, we provide the guidance you need to protect and grow your wealth.
our nova wealth management offices
our nova wealth management offices
Want to visit us? We’re proud to serve clients across Florida and Texas with offices in Bonita Springs (our headquarters), Naples and Dallas:
Nova Wealth Management Bonita Springs, Florida
Florida isn’t just a place—it’s a lifestyle. Our locally rooted team delivers customized financial solutions tailored to the unique needs of Floridians. Headquartered in Bonita Springs, we offer a boutique experience with institutional-quality insights. Partner with fiduciaries who genuinely care about helping you navigate your financial future with confidence and clarity.
Nova Wealth Management Naples, Florida
Our Naples office at 780 5th Ave S, Suite 200, welcomes clients from Naples and across Collier County. Meet with our advisors about retirement, tax, investment and estate planning.
Nova Wealth Management Dallas, Texas
Smart money meets smart planning in the heart of Dallas. Whether you’re a high-net-worth individual optimizing your portfolio, a family preparing for generational wealth transfer, or a business owner planning for succession, our experienced advisors bring clarity and confidence to your financial future.
why trust nova wealth management?
why trust nova wealth management?
- personalized strategies for high-net-worth individuals
- comprehensive approach covering investments, taxes, & legacy
- fiduciary commitment to your best interests, always
- deep knowledge of Florida & texas tax laws
- proven track record with retirees & pre-retirees
- ongoing support & proactive financial guidance
- specialized knowledge in federal employee retirement benefits
the financial resource hub
the financial resource hub
Knowledge is power when it comes to managing your money. Whether you’re planning for retirement, saving for your child’s education, or expanding your investment portfolio, we’ve assembled the tools and insights you need to make confident financial decisions. In our resource hub, you will find:
Market Insights
educational articles
client tools
video library
downloadable brochures
insights from our nova wealth management advisors
insights from our nova wealth management advisors
Stay informed with the latest financial planning strategies, market updates, and retirement tips
Offering Documents
Common Questions
Does Nova help retirees with taxes?
Yes. Tax planning is part of how we manage wealth for retirees: which accounts to draw from and when, managing required minimum distributions, weighing Roth conversions, giving through Qualified Charitable Distributions, and investing with taxes in mind. We work alongside your CPA. Our Retirement Tax Planning page explains the approach.
How does Nova charge for its services?
Nova is a fee-based firm. Our fees and how they are charged are set out in our Form ADV Part 2A and Form CRS, and your advisor will go over them with you before you decide to work with us.
What should I bring to a first meeting?
Recent statements for your investment and retirement accounts, your most recent tax return, any pension or Social Security estimates, and a list of your goals and questions. If you don’t have everything yet, that’s fine; we can start with what you have.
Start the conversation
Start the conversation
No matter where you are on your financial journey, our team is here to help. Reach out today to schedule a consultation with one of our experienced advisors. We’d love to get to know you, understand your goals, and share how our team can help you achieve financial peace of mind.
Take the First Step
Retiring without children? Your financial plan may need a few extra considerations.
Retirement planning isn`t just about how much you`ve saved.
It`s also about preparing for the unexpected.
💰 Who will help manage your finances if needed?
🏥 Who will make healthcare decisions on your behalf?
📋 Are your estate documents current?
🔐 What safeguards are in place against financial fraud?
❤️ Who or what organizations would you like to benefit from your estate?
For solo retirees, these questions can be especially important.
At Nova Wealth Management, we help clients consider the many pieces of a comprehensive retirement plan.
📖 Read our latest blog through the link in our bio.
#SoloRetirement #RetirementPlanning #FinancialIndependence #EstatePlanning #RetirementIncome #BonitaSprings #NaplesFlorida
Nov 12
Your service matters. So does your financial future.
For veterans and military families, retirement planning may involve benefits and considerations that differ from those of other households.
From VA disability compensation and healthcare benefits to military retirement pay and survivor benefits, understanding how these resources fit together can make a meaningful difference.
💙 At Nova Wealth Management, we`re proud to support our veterans and their families.
And we`re especially proud that our team includes a veteran—wealth advisor and CPA Scott Nelson.
Our latest blog explores how veterans benefits can be incorporated into a broader financial strategy.
📖 Read more through the link in our bio.
Thank you for your service!
#VeteransBenefits #MilitaryFamilies #VeteransFinancialPlanning #FinancialEducation #RetirementPlanning #BonitaSprings #NaplesFlorida #NovaWealthManagement
Nov 11
Home of the Free, Because of the Brave. ❤️🤍💙
Today, we honor the courage, commitment, and sacrifices of the men and women who have served our nation.
At Nova Wealth Management, we`re proud to support our veterans and military families.
And today, we`re giving a special shoutout to one of our own! 👏🇺🇸
Scott Nelson, our Wealth Advisor and CPA, is also a veteran!
Scott, thank you for your service and for being part of Team Nova! 💙💛
To every veteran—thank you for your service, your sacrifice, and your dedication to our country.
Happy Veterans Day!
#VeteransDay #ThankYouForYourService #HonorOurVeterans #VeteranPride #MilitaryFamilies #TeamNova #NovaWealthManagement #SupportOurTroops #Veterans
Nov 11
