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.
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
🎉🎂 Happy Birthday, Stephanie! 🎂🎉
Today we’re celebrating *Stephanie* and the wonderful energy she brings to Nova Wealth Management! 💙 We appreciate her hard work, positive spirit, and all the ways she contributes to our team and helps us take care of our clients.
We hope Stephanie gets to enjoy a day filled with lots of laughter, a little celebrating, and maybe some birthday cake too! 🎈🎂✨
Please join all of us at Nova in wishing Stephanie a very **Happy Birthday** and a fantastic year ahead! 🥳
💙 Your Nova Wealth Management Team
#HappyBirthday #TeamNova #NovaWealthManagement #BirthdayCelebration #Celebrate
Aug 24
🎉🎂 **Happy Birthday, Darlene!** 🎂🎉
Today we’re celebrating **Darlene** and everything she brings to the Nova Wealth Management team! 💙 Her kindness, dedication, and commitment to helping our clients are just a few of the many reasons we’re so grateful to have her as part of Team Nova.
We hope her birthday is filled with plenty of smiles, a little time to celebrate, and all of her favorite things! 🎈🥳
Please join us in wishing Darlene a very **Happy Birthday** and a wonderful year ahead! 🎉✨
💙 Your Nova Wealth Management Team
#HappyBirthday #TeamNova #NovaWealthManagement #BirthdayCelebration #Celebrate
Aug 22
🩺 Your HSA doesn`t have to be just a medical checking account.
For eligible individuals, it may also play a role in preparing for healthcare expenses in retirement.
A few questions worth asking:
💰 Do I need to spend my HSA today?
📈 Should some of it be invested?
🧾 Am I saving my qualified medical receipts?
🏥 How could I use it in retirement?
🎂 What changes after age 65?
📅 What happens when I enroll in Medicare?
Your HSA can be one piece of a much larger retirement plan.
We break down 7 strategies to consider in our newest blog.
🔗 Link in bio
#HSA #HealthSavingsAccount #Retirement #RetirementPlanning #HealthcareCosts #Medicare #TaxPlanning #FinancialPlanning #NovaWealthManagement
Aug 21
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