Meet the professionals who can help you

Pursue Your Goals

We help individuals and families pursue their ideal retirements.

James Novakovich

Co-Founder | Wealth Advisor

Drawing on over 20 years of experience, James helps clients work toward their retirement dreams through a well-thought-out financial strategy for retirement. He loves helping families put together plans and see them through.

After working several years for large investment firms, Jim saw there was a void between what clients needed and what these firms were able to provide. From that experience, he co-founded Nova Wealth Management to help create an environment where each client is treated as an individual.

He earned his bachelor’s degree from Kent State University and began his career in financial services in 2001 in Willoughby, Ohio.

Jim is a multi-year recipient of the Five Star Wealth Manager honor from Gulfshore Life magazine.

Jim and his wife, Amy, have four children – James, Grace, Hope and Ben – who keep them happy and busy. Jim serves on the greeting team at their church.

Amy Novakovich, CFP®, CRPC®

Co-Founder | Wealth Advisor

Combining her educational background in psychology and finance, Amy helps clients with unique retirement solutions tailored to their goals.

Amy co-founded Nova Wealth Management because she recognized that planning is not just about the numbers, it’s about understanding the emotions and motivations behind each client’s dreams. She strives to treat each person as if they were her only client.

A native of Wisconsin, Amy moved to Florida in 2004. She earned a degree in finance from Florida Gulf Coast University.

Amy  is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a Chartered Retirement Planning Counselor® (CRPC®).

Amy and her husband, James, have four children: James, Grace, Hope and Ben. Amy is active in her church, on the intercessory prayer team and singing with the worship team.

Amy is a multi-year recipient of the Five Star Wealth Manager honor from Gulfshore Life magazine.

Tamara Clingan

Wealth Advisor

Darlene Frazier

Office Manager

Will Boyle

Client Relationship Manager

Scott Nelson

Wealth Advisor, CPA

Diana Hansen

Administrative Assistant

Judd Garrett

Wealth Advisor

Wealth managers do not pay a fee to be considered, awarded or placed on the final list of 5 star wealth managers. Once awarded, wealth managers may opt to purchase additional profile add space or related award promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winners future performance. The 5 Star Wealth Management  award, administered by Crescendo Business Services, LLC (DBA 5 Star Professional, is based on ten objective criteria: 1. Credentialed as a RIA or an IAR; 2. Active as a credentialed professional in the financial services instrument for a minimum of 5 years: 3. Favorable regulatory and complaint history review (as defined by 5 Star, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of 3 customer complaints against them [settled or pending] with any regulatory authority or 5 Star Professionals consumer complaint process.  Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through 5 Star Professionals consumer compliant process; C. Individually contributed to a financial settlement of a customer complaint files with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One year client retention rate; 7. Five year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations; 685 SW Florida wealth managers were considered for the award; 61 (24% of candidates) were named  5 Star Wealth Managers.

NW Nova Wealth Management Icon

At Nova Wealth Management, you don’t just get one advisor:
You get an amazing team of dedicated professionals ready to serve you.

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.