Wealth Management in Dallas

Dallas, TX

At Nova Wealth Management, we’re committed to helping you set a secure foundation for your future with efficient financial planning services. As the highest level of financial planning services, wealth management includes comprehensive investment management alongside estate planning, business planning, health care planning, social security planning, tax guidance and cash flow advice.

Our wealth management services encompass financial planning in its entirety — retirement planning, insurance planning, accounting, estate and tax planning, investment management and through the use of partners, legal advice in some cases.

Our CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals in Dallas, Texas, are determined to help you live the retirement you’ve always wanted. Our team will help you address your financial needs with a broad suite of insurance services, products and investments.

Financial Services We Offer

Nova Wealth Management will help you grow your wealth and help protect your assets and reduce financial risks. Our wealth management advisors coordinate financial experts on behalf of our clients, handle complex financial and/or planning issues and offer investment management and comprehensive financial advice.

We offer the following wealth management services:

Investment planning: Our financial advisors will provide ongoing portfolio management services and financial advice on various topics, working with you to manage your assets and develop a custom financial plan.
Health care planning: Our wealth management team handles all aspects of your financial life, and health care costs are a large part of that. We will help you navigate the health care system and identify potential services you may need both now and in your later years.
Income planning: Our CFP® professionals will determine your possible sources of income in retirement, including Social Security, retirement savings and pension.
Legacy planning: We believe in the importance of empowering your heirs so your wealth can successfully transition someday. Nova Wealth Management assists with creating a wealth plan, getting investment knowledge and setting up a family office.
Tax planning: You’ll have access to our experts who can help you with tax-loss harvesting, strategic asset allocation, proper titling of assets, alternative minimum tax (AMT) planning and more.

Why Choose Nova Wealth Management?

Nova Wealth Management is a wealth management firm that focuses on results by putting financial and investment planning first. We will help you feel confident in your financial future by:

Taking action when the market goes down: We believe financial security over the long term calls for thorough planning and taking advantage of opportunities the markets present, and we act accordingly.
Putting investing and financial planning first while focusing on results: We believe in a highly transparent approach to wealth management.
Sticking to our priorities: Investing and Planning are priority number one, service is number two and finding new clients is three.

Meet the Professionals Who Can Help You Achieve Your Financial Goals

Ready to work with a team specializing in wealth management and retirement planning?

As a home or business owner, you owe it to yourself to realize the many benefits of wealth management. You can trust the financial advisors at Nova Wealth Management to put your interests first.

We invite you to schedule a call today to learn more about our wealth management services in Dallas, Texas, and the surrounding areas.

Nova Wealth Management in Dallas

Address: 5956 Sherry Lane, 20th Floor Dallas, TX 75225

Phone: (214) 272-2336

Hours: Monday-Friday 9AM-5PM CST

We offer services in these areas:

Income Planning

We’ll evaluate your current situation and identify potential sources of income in retirement, including Social Security, pension, retirement savings and more.

Investment Planning

Using your goals, risk tolerance and current financial picture as a guide, we’ll create a portfolio tailored to your unique life.

Tax Planning

We’ll utilize tax diversification strategies to potentially reduce your tax liability and pass wealth on to the next generation in a tax-efficient way.

Health Care Planning

Planning for health care expenses is a crucial part of a retirement plan. We’ll work together to identify your potential future needs for health care and make sure you receive the care you need in your later years.

Legacy Planning

We collaborate with estate planning attorneys and other licensed professionals to make sure your wealth is distributed according to your wishes when the time comes.

Seize Your Retirement

For more information about any of our products and services, schedule a meeting with a member of our team to create your financial strategy today.

READY TO TAKE THE NEXT STEP?

For more information about any of our products and services, schedule a meeting today or
register to attend a seminar.

Dallas, TX