Our Team
Our Team
Amy Novakovich, CFP®, CRPC®
Amy Novakovich, CFP®, CRPC®
Co-Founder & Wealth Advisor
Co-Founder & Wealth Advisor
Originally from Wisconsin, Amy moved to Florida in 2004 and earned her degree in finance from Florida Gulf Coast University. She distinguishes herself through deep technical expertise, backed by the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Chartered Retirement Planning Counselor® (CRPC®), and Certified Plan Fiduciary Advisor (CPFA) credentials. But her hallmark is something rare: the capacity to help clients break through anxiety and uncertainty, especially when navigatinglife’s biggest transitions – retirement, business exits, blended families, health challenges, or major moves.
Amy is renowned for making complex topics accessible, guiding families through individualized scenario planning aimed at not just protecting assets, but navigating real-life changes—from long-term care to legacy planning. She believes great planning isn’t about fitting clients into a model, but designing frameworks that adapt as life unfolds. Her philosophy is rooted in deep listening and transparency—grounded in her values of stewardship, faith, and authentic service.
“At Nova, no one is a number. Every relationship is personal, and every plan is revised as life evolves,” Amy says. “I love helping people move beyond paralysis or fear and seeing their relief when a path forward is clear—knowing they don’t have to do this alone and are heard at every step.”
Amy’s leadership extends to firm culture as well: Nova’s hiring and growth are based on care and excellence, not production quotas, ensuring every advisor has the time and heart to go above and beyond for clients.
A multi-year Five Star Wealth Manager award recipient from Gulfshore Life, Amy has also served her church community as part of the intercessory prayer team and worship group. She and her husband, James, relish raising their five children—James, Grace, Hope, Ben, and Amelia—making time for family meals, beach days, and the pursuit of a purposeful, faith-driven life in Southwest Florida.
Disclosures:
Past performance is not indicative of future results. Investing involves risk and each client’s circumstance is unique. Nova Wealth Management acts in a fiduciary capacity; additional information is available in our Form ADV and firm disclosures.
CFP® Certification Disclosure CFP Board’s certification marks, including CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design), are owned by Certified Financial Planner Board of Standards Center for Financial Planning, Inc. and licensed to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete CFP Board’s initial and ongoing certification requirements to use the certification marks.
Five Star Wealth Manager Disclosure Amy Novakovich was named a Five Star Wealth Manager by Five Star Professional and featured in Gulfshore Life magazine for [YEAR]. The Five Star Wealth Manager award is based on an evaluation process using objective eligibility and evaluation criteria, which may include regulatory and complaint history, client retention rates, client assets administered, number of client households served, education, and professional designations. Award candidates may be identified through firm nominations, peer nominations, or pre-qualification based on industry standing; self-nominations are not accepted. Wealth managers do not pay a fee to be considered or placed on the final list. The award is not indicative of the wealth manager's future performance and does not guarantee future investment success. Inclusion on the Five Star Wealth Manager list should not be construed as an endorsement by Five Star Professional or Gulfshore Life magazine.
Credentials & Recognition
Credentials & Recognition
- Certified Financial Planner (CFP®): Rigorous credential demonstrating expertise in financial planning and client-focused advice.
- Chartered Retirement Planning Counselor (CRPC®): Specialist designation in retirement planning strategies.
- 18+ Years of Financial Planning Experience: Seasoned advisor helping clients with tailored strategies.
- Registered Investment Advisor Representative & Securities Licenses (S63, S66):Advising and managing investments.
- Multi-Year Five Star Wealth Manager: Recognized by Gulfshore Life for exceptional client service.
Why Clients Choose Amy
Why Clients Choose Amy
Clear Communication
Amy makes complex financial decisions easier to understand, providing straightforward guidance so clients can move forward with clarity and confidence.
Personalized Strategies
She takes the time to understand each client’s goals, values, and circumstances, then develops strategies designed around the life they want to create.
Partnership Mindset
Amy approaches every relationship as a long-term partnership, working alongside clients as their needs, priorities, and opportunities evolve.
insights from Amy at nova wealth management
insights from Amy at nova wealth management
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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
📁 Having a trust and funding a trust are two different things.
You can sign the documents…
Put them safely in a binder…
And still have work left to do.
Depending on your estate plan, you may need to coordinate:
🏠 Real estate
🏦 Bank accounts
📈 Brokerage accounts
💼 Business interests
📋 Beneficiaries
🖼️ Personal property
And as your financial life changes, your estate plan may need another look.
A trust is a plan. Funding helps put that plan into action.
Our newest blog explains what families should know.
🔗 Link in bio.
#LivingTrust #EstatePlanning #TrustFunding #LegacyPlanning #FinancialPlanning #WealthManagement #SouthwestFlorida #NovaWealthManagement
Oct 2
🌴 Dreaming about retiring in Florida?
Before choosing the destination, think about the life you want to live there.
🏖️ Beach or inland?
🏡 Condo or single-family home?
⛳ Golf or boating?
🍽️ Quiet community or lots to do?
🏥 How close do you want to be to healthcare?
💰 And what will your preferred lifestyle actually cost?
From Naples and Bonita Springs to Estero, Fort Myers, Cape Coral and Marco Island, Southwest Florida offers plenty of options—but they aren`t all financially or practically the same.
Retirement planning isn`t only about accumulating enough.
It`s about building a plan for how and where you want to live.
🔗 Read the full blog through the link in our bio.
#RetireInFlorida #FloridaRetirement #SouthwestFlorida #RetirementLifestyle #RetirementPlanning #NaplesFlorida #BonitaSprings #FinancialPlanning #NovaWealthManagement
Oct 1
❤️ Already planning to give to charity?
You may want to think about how you give, too.
For eligible IRA owners age 70½+, a Qualified Charitable Distribution may allow money to go directly from an IRA to an eligible charity. A qualifying QCD can also count toward an RMD when one is required.
That creates an interesting intersection between:
❤️ Charitable giving
💰 Retirement accounts
📆 RMDs
🧾 Tax planning
🌱 Legacy planning
Your generosity may also be part of your retirement tax strategy.
🔗 Read more through the link in our bio.
#CharitableGiving #QCD #RMD #Retirement #TaxPlanning #IRA #LegacyPlanning #FinancialPlanning #NovaWealthManagement
Sep 30
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