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: Understanding “Trump Accounts”
There’s been a lot of conversation recently about Trump Accounts — what they are, who may be eligible, and how they could impact personal finances.
This Friday, Amy and Stephen will break it all down in clear, simple terms:
✅ What “Trump Accounts” actually are
✅ Who may qualify
✅ How they might affect planning, taxes, and long-term strategies
✅ What questions you should be asking right now
If you’ve heard the headlines but still aren’t sure what it means for you, this episode is for you.
📅 Join us LIVE this Friday at 12 PM on Facebook!
Bring your questions — we’ll walk through the basics together.
#FinanceFriday #WealthPlanning #RetirementPlanning #TaxPlanning #NovaWealthManagement
Dec 10
🎉 Celebrating Magda! 🎉
Her birthday may have been last week, but today we finally got the chance to celebrate Magda — and we couldn’t let the moment pass without giving her a big shout-out!
Magda brings so much warmth, dedication, and positivity to the Nova Wealth Management team. We’re grateful for everything she does for our clients and for us each and every day.
Magda, we hope your birthday celebration (round two!) was filled with joy — you deserve it! 💙✨
Here’s to a wonderful year ahead! 🎂🥂
#TeamNova #BirthdayCelebration #NovaWealthManagement #WeAppreciateYou
Dec 9
🌍 Today is Giving Tuesday — a day to give back, spread kindness, and support the causes that mean the most to us.
At Nova Wealth Management, we believe generosity strengthens not only our community, but the sense of purpose that drives everything we do.
This year, we’re celebrating by highlighting the power of giving — big or small, local or global — and we’d love to hear from you!
💬 Tell us in the comments: Who are you giving to today?
Whether it’s a favorite charity, local organization, or someone in need, let’s inspire one another to make a difference this Giving Tuesday.
#GivingTuesday #Community #Gratitude #NovaWealthManagement #SWFL #DallasTX #GiveBack
Dec 2
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