welcome to nova wealth management
Secure your legacy.
Protect your wealth.
Expert 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 service 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 expertise 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 two convenient locations:
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 beautiful Naples, 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 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 expertise in 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
Let's start the conversation
Let's Start the Conversation
From Bonita Springs, to Naples to Fort Myers, Marco Island, Estero, and beyond, Nova Wealth Management brings deep financial knowledge across Southwest Florida. We’re here to help you navigate your options with clarity and confidence – schedule your complimentary consultation to discuss your financial goals.
Contact us today to schedule your complimentary consultation, and take the first step toward financial clarity and confidence.
Get in Touch
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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
🎥 This Week on Finance Friday: Should You Consider a Roth Conversion?
A Roth conversion can be a powerful tool for long-term tax planning — but it’s not right for everyone.
This Friday, Amy and Beth will walk through:
✅ What a Roth conversion is (and how it works)
✅ When it may make sense — and when it may not
✅ Key tax considerations before you decide
Roth conversions can offer future tax-free growth and flexibility in retirement, but timing, income levels, and long-term goals all play a role.
📅 Join us live this Friday at 12 PM on Facebook to learn how to evaluate whether a Roth conversion could benefit your retirement strategy.
#FinanceFriday #RothConversion #RetirementPlanning #TaxPlanning #NovaWealthManagement
Nov 5
“November’s here — and so are your next financial wins. Let’s get growing 💰 #NovaWealth #WealthBuilding #NovemberEnergy”
Nov 2
A brief pause in the federal government shutdown this fall allowed one key piece of data to get released — the September Consumer Price Index (CPI). Why was this report so important? Because the Social Security Administration (SSA) relies on it to calculate the 2026 Cost-of-Living Adjustment (COLA) for beneficiaries. Without it, millions of retirees wouldn’t know how their benefits will change next year….
https://novawealthmanagement.com/inflation-cola-and-your-retirement-what-the-latest-cpi-report-means-for-2026/?utm_source=instagram-business&utm_medium=jetpack_social
Oct 31
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