Nova Wealth Management: Firm Facts
Key facts
- Nova Wealth Management is a registered investment adviser.
- The firm was co-founded in 2011 by James Novakovich and Amy Novakovich, CFP®, CRPC®.
- Offices: Bonita Springs, Florida; Naples, Florida; and Dallas, Texas.
- Services: financial planning, retirement income, investment and tax planning, health care retirement planning, legacy and estate planning, federal retirement planning, and family office services.
- The advisory team includes CERTIFIED FINANCIAL PLANNER™ professionals, a CFA® charterholder and a CPA.
Offices and contact
- Bonita Springs, FL: 24311 Walden Center Dr, Suite 200, Bonita Springs, FL 34134
- Naples, FL: 780 5th Ave S, Suite 200, Naples, FL 34102
- Dallas, TX: 5956 Sherry Ln, 20th Floor, Dallas, TX 75225
- Phone: (239) 444-1794 (Florida) · (214) 764-9137 (Dallas) · Email: info@novawealthmanagement.com
- Schedule a meeting · Contact us
Services
- Financial planning
- Retirement income planning
- Retirement investment planning
- Retirement tax planning
- Health care retirement planning
- Legacy and estate planning
- Federal retirement planning
- Family office services: coordinated financial planning, investment management, tax coordination, estate planning and charitable-giving strategies.
Our team
Advisors listed on the Our Team page: James Novakovich (Co-Founder & Wealth Advisor); Amy Novakovich, CFP®, CRPC® (Co-Founder & Wealth Advisor); Stephen Herrington, CFP®, CFA®, MBA; Scott Nelson, CPA; Judd Garrett; Tamara Clingan; and Stephanie Gomez (Wealth Advisors). Each advisor’s Form ADV Part 2B brochure supplement is linked on the Disclosures page.
Frequently asked questions
Where are Nova Wealth Management’s offices?
Bonita Springs and Naples, Florida, and Dallas, Texas. Addresses are listed above.
What services does Nova Wealth Management provide?
Financial planning, retirement income, investment and tax planning, health care retirement planning, legacy and estate planning, federal retirement planning, and family office services.
What are family office services?
An integrated set of services that includes financial planning, investment management, tax coordination, estate planning and charitable-giving strategies, coordinated for a family.
Does Nova Wealth Management hold events?
Yes. The firm hosts educational events in Naples and other Southwest Florida communities, including Fort Myers, Marco Island, Estero and Bonita Springs. See Attend an Event.
Where can I find the firm’s regulatory documents?
The Form ADV Part 2A brochure, Form CRS and advisor brochure supplements are linked below and on the Disclosures page.
How do I contact the firm?
Call (239) 444-1794 in Florida or (214) 764-9137 in Dallas, email info@novawealthmanagement.com, or schedule a meeting online.
Regulatory disclosures
- Form ADV Part 2A brochure
- Form CRS (client relationship summary)
- All disclosures and advisor brochure supplements
- Privacy policy · Terms of use
Nova Wealth Management is a Registered Investment Advisor. Investments involve risk, including the loss of principal. Information on this page is general and is not individualized investment, tax or legal advice.
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
🏥 WHAT IF YOU NEVER NEED LONG-TERM CARE INSURANCE?
It`s one of the biggest questions surrounding long-term care planning.
You want protection if you need care.
But what happens if you never use the coverage?
💡 Hybrid long-term care insurance may offer another approach.
These policies combine long-term care benefits with certain life insurance or annuity features.
Depending on the policy:
✅ Qualifying long-term care expenses may be covered.
✅ A death benefit or other policy value may remain.
✅ Some premium structures offer greater predictability.
But not every policy works the same way, and hybrid coverage isn`t appropriate for everyone.
The goal is to understand your options before you need them.
📖 Learn more in our latest blog!
🔗 Link in bio.
#LongTermCareInsurance #HybridLTC #RetirementPlanning #FinancialPlanning #EstatePlanning #SouthwestFlorida #BonitaSprings #NaplesFlorida #NovaWealthManagement
Oct 21
🚨 YOUR TAX BRACKET MAY NOT BE WHAT YOU THINK!
Well…at least not the whole story!
You might be in the 22% federal income tax bracket.
But that doesn`t necessarily mean your next financial decision will have a 22% overall impact.
Here`s why:
💰 IRA withdrawals can increase taxable income.
🔄 Roth conversions may affect other tax calculations.
🏥 Additional income could increase future Medicare premiums.
📊 Social Security taxation may also be affected.
Your tax bracket is only ONE piece of your retirement financial picture.
Before making a significant retirement income decision, consider how it could affect your overall financial plan.
📖 Learn more in our latest blog!
🔗 Link in bio.
#RetirementPlanning #RetirementTaxes #RothConversions #MedicareIRMAA #FinancialPlanning #SouthwestFlorida #NovaWealthManagement
Oct 20
💍 MARRIED? YOUR SOCIAL SECURITY DECISIONS ARE CONNECTED!
You may have two different earnings histories…
Two different benefit amounts…
And two different retirement dates.
But you share ONE retirement plan! ❤️
Before claiming Social Security, married couples should understand:
💰 Spousal benefits
📅 Claiming age decisions
❤️ Survivor benefits
📊 How benefits fit into household retirement income
One spouse`s claiming decision can affect the benefits available to the other.
Retirement planning is about more than choosing your own Social Security start date.
📖 Learn more in our latest blog!
🔗 Link in bio.
#SocialSecurityBenefits #RetirementPlanning #MarriedCouples #FinancialPlanning #SouthwestFlorida #NovaWealthManagement
Oct 16
