Bonita Springs, FL


You’ve worked hard your whole life so that you could enjoy your retirement, and Nova Wealth Management wants to ensure you do. Our team helps residents of sunny southern Florida enjoy the dream retirement they deserve through effective investment plans and financial strategies.

Retirement Planning Services for Bonita Springs

When you work with Nova Wealth Management, our team will become your partner in achieving long-term financial security. We are dedicated to helping you succeed and reach all of your goals for a comfortable retirement with our Nova Wealth Navigator process.

From the beginning, we’ll work with you on an individual basis to evaluate your current financial situation and help you define your ideal retirement. We’ll guide you as we create financial goals together to make your retirement dreams a reality.

Our team of financial advisors in Bonita Springs will incorporate the following services to develop a strategy designed to meet your goals:

  • Income planningWe’ll identify potential sources of income for your retirement, including social security, retirement savings and pensions, to ensure you have an inflow of money.
  • Investment planningConsidering your current finances, retirement goals and risk tolerance, we’ll establish an investment portfolio that meets your needs.
  • Tax planningUsing tax diversification strategies, we’ll work to reduce your tax liability so you can pass wealth on to the next generation in a tax-efficient way.
  • Health care planningTogether, we’ll determine your potential future needs for health care and ensure you’ll be able to cover expenses for the care you require.
  • Legacy planningWe’ll be prepared when the time comes, so we can collaborate with estate planning attorneys to distribute your wealth according to your wishes.

Once your new wealth management plan is in place, we’ll take the reigns. Our team will continuously monitor your progress and make modifications to keep your plan on track. We’ll keep you informed with regular updates so that you can feel confident you are on the path to living the retirement you’ve always wanted.

Bring Your Retirement Dreams to Life

Nova Wealth Management is the perfect partner in helping you have a comfortable retirement without worrying about your finances. With only seven team members, we’re one of the smaller wealth management firms in southern Florida, but we see that as an advantage.

Smaller firms like ours keep a closer eye on your finances and monitor them more carefully with a personal touch. We also dedicate more time and care to forming partnerships with our clients. When you call us, you know the person who will pick up the phone and answer any questions you may have.

Our team at Nova Wealth Management is on your side of the table in everything. We’re bound by fiduciary duty to provide the best financial planning and advice based on our experience as advisors. Our primary goal is to help you succeed and achieve your financial goals so that you can live the most enjoyable retirement possible.

Take the Next Step for Your Financial Future

Start planning for your dream retirement with our team at Nova Wealth Management. Please fill out our online form to schedule a meeting so that we can get to work addressing your financial needs.

Nova Wealth Management in Bonita Springs

Address: 24311 Walden Center Dr Suite 200, Bonita Springs, FL 34134

Phone: (239) 444-1794

Hours: Monday-Friday 9AM-5PM EST

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.

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