Our Team
Our Team
Meet our team of trusted wealth advisors
Meet our team of trusted wealth advisors
At Nova Wealth Management, we believe that financial planning isn’t just about numbers, it’s about people. That’s why we’ve built a team of experienced, passionate, and highly credentialed professionals dedicated to helping you pursue your financial goals with clarity and confidence. As proud members of the Naples, FL community, each member of our team brings unique expertise and an unwavering commitment to delivering personalized financial guidance.
What sets our team apart?
What sets our team apart?
Our team is more than just financial advisors. We are educators, fiduciaries, planners, and partners who walk with you through every stage of your financial journey. With decades of combined experience, our advisors are dedicated to building long-term relationships based on integrity, transparency, and trust.
Independent & Fiduciary
We are a fee-only firm, which means we’re not paid commissions to sell products. Our advice is always in your best interest.
Credentialed Professionals
Our team includes Certified Financial Planners™ (CFP®), Chartered Financial Analysts® (CFA®), and other industry-recognized experts.
Local Focus, National Expertise
Based in Naples, Florida, we serve clients locally and across the country with tailored financial strategies.
Our Leadership Team
Our Leadership Team
Our financial advisors are more than investment professionals—they are trusted partners dedicated to helping clients build, preserve, and enjoy their wealth with confidence. Drawing on decades of combined experience, our advisors develop personalized strategies tailored to each client’s goals, lifestyle, and legacy. Every plan is designed to adapt over time, ensuring your financial strategy evolves as your life and priorities do.
Jim Novakovich
Co-Founder & Wealth Advisor
Amy Novakovich
Co-Founder & Wealth AdvisorJames Novakovich
Co-Founder & Wealth Advisor
James Novakovich is a highly experienced wealth management professional with nearly 25 years of exper…Read More
Amy Novakovich, CFP®, CRPC®
Co-Founder & Wealth Advisor
Combining her background in psychology and finance, Amy provides clients with personalized retirement…Read More
Our Financial Advisors
Our Financial Advisors
At the heart of Nova Wealth Management is a leadership team committed to excellence. Every decision we make and every strategy we recommend is influenced by our deep understanding of the complexities of wealth and the uniqueness of each client’s story.
Scott Nelson, CPA
Wealth Advisor
With a background that includes running his own CPA practice and consulting for businesses of all siz…Read More
- scott@novawealthmanagement.com
- Nova Wealth Management
Amy Novakovich, CFP®, CRPC®
Co-Founder & Wealth Advisor
Combining her background in psychology and finance, Amy provides clients with personalized retirement…Read More
- amy@novawealthmanagement.com
- Nova Wealth Management
Judd Garrett
Wealth Advisor
Judd brings a unique blend of analytical insight and leadership experience to his role as a Wealth Ad…Read More
- Judd@novawealthmanagement.com
- Nova Wealth Management
James Novakovich
Co-Founder & Wealth Advisor
James Novakovich is a highly experienced wealth management professional with nearly 25 years of exper…Read More
- james@novawealthmanagement.com
- Nova Wealth Management
Tamara Clingan
Wealth Advisor
Tamara Clingan serves as a Wealth Advisor with a strong foundation in accounting and financial strate…Read More
- tamara@novawealthmanagement.com
- Nova Wealth Management
Stephen Herrington, CFP®, CFA®, MBA
Wealth Advisor
Stephen Herrington brings a blend of advanced business insight and client-focused financial planning …Read More
- stephen@novawealthmanagement.com
- Nova Wealth Management
Our Client Service Team
Our Client Service Team
The Nova Wealth Management client service team is the heartbeat of our firm—ensuring every detail is handled with precision, care, and efficiency. From onboarding to ongoing account management, our team delivers an exceptional client experience rooted in communication, responsiveness, and genuine relationship-building. We take pride in making complex financial processes feel seamless, so our clients can focus on what matters most.
Darlene Frazier
Office Manager
Darlene Frazier is the Office Manager at Nova Wealth Management, where she has been a dedicated team member si...
- darlene@novawealthmanagement.com
- Nova Wealth Management
Beth Henchesmoore
Marketing Manager
Beth Henchesmoore came to sunny southwest Florida in 2003. She started out here to complete her internship wi...
Magda Treviño
Administrative assistant
Magda Treviño serves as the Administrative Assistant at Nova Wealth Management, where she thrives by combining...
- magda@novawealthmanagement.com
- Nova Wealth Management
why work with our team?
why work with our team?
At Nova Wealth Management, we take pride in being your financial advocates. Whether you’re just starting to build wealth, planning your retirement, or managing a business, our team is ready to provide thoughtful, strategic advice tailored to your unique needs.
We understand how crucial it is to make informed financial decisions, especially in today’s constantly evolving landscape. That’s why our events are led by people who don’t just understand markets, they understand people. You’ll leave each event feeling more informed, more empowered, and more connected.
Committed to the naples community
Committed to the naples community
We’re proud to call Naples, Florida home. Many of our team members are active in local organizations, schools, and philanthropic efforts. We believe in giving back to the community that has given so much to us. Our clients aren’t just clients; they’re neighbors, friends, and partners in a shared mission of success.
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
📣 We’re Hiring an Intern! (Part-Time)
Nova Wealth Management is looking for a detail-oriented, motivated intern to support our client experience, marketing, and event coordination efforts. This role is ideal for someone who enjoys organization, communication, and learning how a wealth advisory firm operates day-to-day.
📌 Responsibilities include:
Editing YouTube videos into short clips
Categorizing video content for our website’s media library
Assisting with follow-up calls and staying on top of outreach to prospective clients
Attending lunch seminars to assist with check-in, appointments, and guest interaction
Supporting our team at several upcoming events:
January: 14 (12–5pm), 16 (8am–2pm)
February: 3 (9am–12pm), 4 (9am–12pm), 16 (10am–1pm), 20 (11am–2pm)
March: 2 (1–4pm), 13 (10am–1pm)
Additional events as needed
📅 Hours: 10–20 per week
💵 Compensation: $15/hour
If you—or someone you know—may be a good fit, please send a message or email us at beth@novawealthmanagement.com for more details!
Nov 18
🌍 Today is World Diabetes Day, a day dedicated to raising awareness and supporting those living with diabetes — including someone very special to the Nova Wealth Management family.
Many of you know that Jim and Amy’s daughter, Hope, was diagnosed with Type 1 diabetes. Her strength, resilience, and positive spirit inspire all of us every single day. 💙
Type 1 diabetes requires constant vigilance — monitoring, planning, and adjusting — yet Hope continues to face every challenge with grace and determination.
Today, we’re proud to honor Hope and the millions of individuals and families affected by diabetes around the world.
Together, we can continue to support research, education, and advocacy that bring us closer to a world where diabetes no longer defines daily life. 💪
#WorldDiabetesDay #Type1Diabetes #DiabetesAwareness #HopeForHope #NovaWealthManagement #Community #BlueCircle
Nov 15
How Roth Conversions Can Strengthen Your Retirement Tax Plan
Paying some taxes now could save you much more later. Learn how a Roth conversion can create tax-free income, reduce future RMDs, and give you greater control in retirement.
At Nova Wealth Management, based in Bonita Springs and serving Naples, Marco Island, Estero, and Fort Myers, we help clients explore whether a Roth conversion fits their long-term goals.
Read more
Call 1-888-677-9910 to discuss your strategy.
https://novawealthmanagement.com/how-roth-conversions-can-strengthen-your-retirement-tax-plan/?utm_source=instagram-business&utm_medium=jetpack_social
Nov 14
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