Our Team

Dedicated financial professionals committed to guiding your wealth with expertise and care.

Our Team

Dedicated financial professionals committed to guiding your wealth with expertise and care.

Meet our team of trusted wealth advisors

Meet our team of trusted wealth advisors

At Nova Wealth Management, we believe that financial planning isn’t just about numbers, it’s about people. That’s why we’ve built a team of experienced, passionate, and highly credentialed professionals dedicated to helping you pursue your financial goals with clarity and confidence. As proud members of the Naples, FL community, each member of our team brings unique expertise and an unwavering commitment to delivering personalized financial guidance.

What sets our team apart?

What sets our team apart?

Our team is more than just financial advisors. We are educators, fiduciaries, planners, and partners who walk with you through every stage of your financial journey. With decades of combined experience, our advisors are dedicated to building long-term relationships based on integrity, transparency, and trust.

Independent & Fiduciary

We are a fee-only firm, which means we’re not paid commissions to sell products. Our advice is always in your best interest.

Credentialed Professionals

Our team includes Certified Financial Planners™ (CFP®), Chartered Financial Analysts® (CFA®), and other industry-recognized experts.

Local Focus, National Expertise

Based in Naples, Florida, we serve clients locally and across the country with tailored financial strategies.

Our Leadership Team

Our Leadership Team

Our financial advisors are more than investment professionals—they are trusted partners dedicated to helping clients build, preserve, and enjoy their wealth with confidence. Drawing on decades of combined experience, our advisors develop personalized strategies tailored to each client’s goals, lifestyle, and legacy. Every plan is designed to adapt over time, ensuring your financial strategy evolves as your life and priorities do.

Our Financial Advisors

Our Financial Advisors

At the heart of Nova Wealth Management is a leadership team committed to excellence. Every decision we make and every strategy we recommend is influenced by our deep understanding of the complexities of wealth and the uniqueness of each client’s story.

Our Client Service Team

Our Client Service Team

The Nova Wealth Management client service team is the heartbeat of our firm—ensuring every detail is handled with precision, care, and efficiency. From onboarding to ongoing account management, our team delivers an exceptional client experience rooted in communication, responsiveness, and genuine relationship-building. We take pride in making complex financial processes feel seamless, so our clients can focus on what matters most.

why work with our team?

why work with our team?

At Nova Wealth Management, we take pride in being your financial advocates. Whether you’re just starting to build wealth, planning your retirement, or managing a business, our team is ready to provide thoughtful, strategic advice tailored to your unique needs.

 

We understand how crucial it is to make informed financial decisions, especially in today’s constantly evolving landscape. That’s why our events are led by people who don’t just understand markets, they understand people. You’ll leave each event feeling more informed, more empowered, and more connected.

Committed to the naples community

Committed to the naples community

We’re proud to call Naples, Florida home. Many of our team members are active in local organizations, schools, and philanthropic efforts. We believe in giving back to the community that has given so much to us. Our clients aren’t just clients; they’re neighbors, friends, and partners in a shared mission of success.

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
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