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Contact Us
Thank You for Reaching Out to Nova Wealth Management
Thank You for Reaching Out to Nova Wealth Management
We truly appreciate you taking the time to contact us.
At Nova Wealth Management, your financial goals and questions matter to us. Whether you’re preparing for retirement, planning your estate, managing investments, or just starting your wealth-building journey, our expert advisors are here to help guide you every step of the way.
You’ve taken the first step toward securing your financial future, and we’re grateful to be considered as your partner on that path. A member of our team will be in touch shortly to personally respond to your inquiry.
WHAT HAPPENS NEXT?
WHAT HAPPENS NEXT?
We’re Here to Serve You Locally and Personally
We’re Here to Serve You Locally and Personally
As a boutique wealth management firm headquartered in beautiful Naples, Florida, we serve clients across Collier County and beyond, including Fort Myers, Marco Island, Estero, Sanibel, and Captiva Island. Our strong local presence allows us to offer a more personal, face-to-face advisory experience — while leveraging national-level resources and cutting-edge financial planning tools.
Whether you’re enjoying retirement on the Gulf Coast or building a business in Southwest Florida, we understand the local economic landscape and the unique lifestyle goals of our community. Our informed, neighborhood-based perspective sets us apart from larger, impersonal institutions.
why choose nova wealth management?
why choose nova wealth management?
At Nova, we approach wealth with a rare combination of fiduciary care, personalized service, and cutting-edge financial planning. Our mission is simple: help you live the life you envision, with confidence in your financial future.
We believe in:
Always acting in your best interests, without commission-based sales or hidden agendas.
Providing transparent advice and easily understandable strategies.
Being available, reliable, and proactive in managing your wealth through life’s transitions.
Need Immediate Assistance?
Need Immediate Assistance?
If your message is time-sensitive, don’t hesitate to give us a call at (888) 677-9910. You can also visit us in person at our conveniently located office in Naples. We love welcoming clients into our space; it’s where meaningful conversations and impactful planning begin.
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explore more while you wait
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
🚗🎁 December Is Car Donation Month — Is It the Right Move for You?
Donating a vehicle can be a meaningful way to give back and potentially receive a tax deduction — but it’s not always the best choice for everyone.
Before you hand over the keys, here are a few things to consider:
🔹 Tax Benefits
You may be able to claim a charitable deduction, depending on how the organization uses your vehicle and your individual tax situation.
🔹 Fair Market Value vs. Sale Proceeds
Sometimes the deduction is based on the charity’s sale price of the vehicle, not the value you see online. Understanding how this works can help set expectations.
🔹 Your Financial Goals
Does donating support your tax plan, or would selling the car privately be more beneficial?
🔹 Charity Selection
Make sure the organization is a qualified 501(c)(3) and provides the proper documentation for your records.
If you’re considering a car donation this month but want to understand the financial impact, we’re here to help you think it through.
#CarDonationMonth #CharitableGiving #TaxPlanning #YearEndPlanning #NovaWealthManagement
Dec 18
Financial planning isn’t static—it’s a process.
Wisdom often comes from aligning financial decisions with your goals 🎯, your values 💭, and life’s changing circumstances 🔄.
What works today may need to evolve tomorrow, which is why regular reviews and thoughtful planning matter. A strong plan is designed to adapt as your life does.
If you’d like to talk through your goals or review where you are today, our team is here to help 🤝. Call us at 1-888-677-9910 to schedule a conversation 📞.
#WealthWisdomWednesday #FinancialPlanning #ThoughtfulPlanning #LongTermPlanning #FinancialClarity #GoalsAndValues #LifeTransitions #NovaWealthManagement
Dec 17
🕎 Happy Hanukkah from Nova Wealth Management
As the Festival of Lights begins, we want to extend our warmest wishes to all of our clients, friends, and families who celebrate. ✨
May this Hanukkah bring you light, joy, and peace — and may your homes be filled with warmth, love, and gratitude during this special season. 💙
From all of us at Nova Wealth Management, Happy Hanukkah!
#HappyHanukkah #FestivalOfLights #Gratitude #NovaWealthManagement #Community #SWFL #DallasTX
Dec 14
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