Our Team
Our Team
Credentials & Recognition
Credentials & Recognition
- Certified Financial Planner (CFP®): Rigorous credential demonstrating expertise in financial planning and client-focused advice.
- Chartered Retirement Planning Counselor (CRPC®): Specialist designation in retirement planning strategies.
- 18+ Years of Financial Planning Experience: Seasoned advisor helping clients with tailored strategies.
- Registered Investment Advisor Representative & Securities Licenses (S63, S66): qualified to advise and manage investments.
- Multi-Year Five Star Wealth Manager: Recognized by Gulfshore Life for exceptional client service.
Why Clients Choose Amy
Why Clients Choose Amy
Clear Communication
Personalized Strategies
Partnership Mindset
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
Do You Really Need Life Insurance? | Nova Wealth Management
Do You Really Need Life Insurance? Key Situations to Consider Life insurance is one of the most common financial planning tools available, yet not everyone needs it. The real question is not whether life insurance is good or bad, but whether someone depends on your income, assets, or financial support. A recent Investopedia article by Gina Roberts-Grey titled Do I Need Life Insurance?…
https://novawealthmanagement.com/do-you-really-need-life-insurance/?utm_source=instagram-business&utm_medium=jetpack_social
Jun 4
At Nova Wealth Management, we understand that retirement for first responders and veterans is about more than finances.
For many, the transition away from the career can also mean a loss of identity, structure, and purpose. That’s why our approach starts with listening first.
We are proud to be a first responder and veteran friendly organization with direct family ties to law enforcement and military service. We understand the unique pressures, sacrifices, and decisions that come with these careers because they’ve impacted our own families too.
At Nova, you are never just a number on a spreadsheet.
We provide independent financial guidance focused on:
• Pension & DROP Planning
• Retirement Income Strategies
• Tax-Efficient Planning
• Investment Management
• Legacy & Estate Planning
No proprietary products.
No one-size-fits-all solutions.
Just personalized planning built around your goals and your future.
📞 1-888-677-9910
🌐 novawealthmanagement.com
Jun 3
How Increasing Life Expectancy Is Changing Retirement Planning | Nova Wealth Management
How Increasing Life Expectancy Is Changing Retirement Planning Retirement planning today looks very different than it did a generation ago. Advances in healthcare, improved lifestyles, and medical technology have contributed to longer life expectancies, allowing many retirees to spend decades in retirement. While longer lives can be a tremendous blessing, they also introduce new financial planning challenges that previous generations may not have faced….
https://novawealthmanagement.com/how-increasing-life-expectancy-is-changing-retirement-planning/?utm_source=instagram-business&utm_medium=jetpack_social
Jun 3
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