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
🏡 **BIGGER HOUSE OR BIGGER INVESTMENT PORTFOLIO?**
It`s a question worth asking.
If you had extra money available, would you:
🏠 Put it toward a more expensive home?
📈 Invest it in the stock market?
A Wall Street Journal analysis compared decades of historical housing and stock market performance.
The findings may surprise you.
But here`s what matters:
**Your home and your investments serve different purposes.**
One provides a place to live.
The other may offer financial growth, income, and liquidity.
Both come with costs and risks.
Understanding those differences can help you evaluate your financial priorities.
📖 Read our latest blog through the link in our bio!
#RealEstateVsStocks #FinancialPlanning #InvestmentStrategy #Homeownership #SouthwestFlorida #NovaWealthManagement
Nov 9
🎂 **60 CANDLES. ONE BIG QUESTION.**
You`ve spent decades building your retirement savings.
But have you figured out how you`ll turn those savings into retirement income?
💰 Investments are important.
📊 Taxes matter.
🏦 Withdrawal strategies matter.
📉 Market volatility matters.
🏥 Healthcare costs matter.
And perhaps most importantly, understanding how all these pieces work together matters.
**Retirement isn`t just about how much you`ve saved. It`s also about how you`ve planned to use it.**
Our latest blog explores why turning 60 can be a financial wake-up call, even for experienced investors.
🔗 Read the article through the link in our bio!
#RetirementPlanning #RetirementAt60 #RetirementIncome #FinancialLiteracy #WealthManagement #BonitaSprings #NaplesFlorida #NovaWealthManagement
Nov 6
💰 **$500,000 IN YOUR IRA?**
Here`s something worth knowing before retirement.
At age 75, a traditional IRA with a previous year-end balance of $500,000 could generate a required minimum distribution of approximately:
💵 **$20,325**
That`s money the IRS generally requires you to withdraw—even if you don`t need it for living expenses.
But there`s more to consider.
Your RMD may affect:
📊 Federal income taxes
🏥 Medicare premiums
💰 Social Security taxation
📈 Your retirement income strategy
And your required withdrawal amount is recalculated every year.
Understanding these rules before RMDs begin can help you evaluate your retirement income options.
📖 Read our latest blog for the details.
🔗 Link in bio!
#RMD #RetirementPlanning #IRAWithdrawals #RetirementIncome #FinancialEducation #NovaWealthManagement
Nov 5
