Our Team

Dedicated financial professionals committed to guiding your wealth with expertise and care.

Our Team

Dedicated financial professionals committed to guiding your wealth with expertise and care.
Amy Novakovich CFP financial advisor at Nova Wealth Management in Naples Florida
  • 239-444-1794
  • amy@novawealthmanagement.com
  • (888) 908 - 6052
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Amy Novakovich, CFP®, CRPC®

Amy Novakovich, CFP®, CRPC®​

Co-Founder & Wealth Advisor

Co-Founder & Wealth Advisor

Combining her background in psychology and finance, Amy provides clients with personalized retirement strategies designed to align with their goals and values. 

 

As co-founder of Nova Wealth Management, Amy believes financial planning goes beyond the numbers—it’s about understanding the emotions, motivations, and dreams that shape each client’s financial journey. Her mission is to offer thoughtful guidance and dedicated service, treating every client as if they were her only one.

 

Originally from Wisconsin, Amy moved to Florida in 2004 and earned her degree in Finance from Florida Gulf Coast University. She is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a Chartered Retirement Planning Counselor® (CRPC®).

 

Outside of her professional work, Amy and her husband, James, enjoy life with their five children—James, Grace, Hope, Ben, and Amelia. She is actively involved in her church, serving on the intercessory prayer team and singing with the worship team. Amy is also a multi-year recipient of the Five Star Wealth Manager honor from Gulfshore Life magazine.

 

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
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427 7,996

The Park City Club hosted us again for our Surviving Retirement workshop. Judd takes the time to explain how our tax brackets could change through retirement, and how that impacts your planning.

Is your current professional helping you avoid paying unnecessary taxes? This is standard for all of our clients.

☎️ 1-888-677-9910
💻 info@novawealthmanagement.com
✅ Send us a message on social media

#RetirementPlan #retirementgoals #wealthbuilding #wealthmanagement #ira #finance #retirementplanning #retirement

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May 14

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Open post by nova_wealth_management with ID 17887031994520081
The Park City Club hosted us again for our Surviving Retirement workshop. Judd takes the time to explain how our tax brackets could change through retirement, and how that impacts your planning.Is your current professional helping you avoid paying unnecessary taxes? This is standard for all of our clients.☎️ 1-888-677-9910 💻 info@novawealthmanagement.com ✅ Send us a message on social media#RetirementPlan #retirementgoals #wealthbuilding #wealthmanagement #ira #finance #retirementplanning #retirement

These past 7 days, we’ve been at Connor’s Steak House talking about Surviving Retirement. Stephen uses this opportunity to remind people that income taxes aren’t going anywhere.

Do you have an income tax strategy? Most clients we meet have what they think is a plan, but it tends to be more reactive planning than an actual plan.

💰 Is your plan working?
☎️ 239-444-1794 is our phone number if it makes sense to review your plan.

View Instagram post by nova_wealth_management

May 11

4 0
Open post by nova_wealth_management with ID 18587914126049995
These past 7 days, we’ve been at Connor’s Steak House talking about Surviving Retirement. Stephen uses this opportunity to remind people that income taxes aren’t going anywhere.Do you have an income tax strategy? Most clients we meet have what they think is a plan, but it tends to be more reactive planning than an actual plan.💰 Is your plan working? ☎️ 239-444-1794 is our phone number if it makes sense to review your plan.

Behind so many strong families are incredible mothers whose love, sacrifice, and guidance shape the future every day.

This Mother’s Day, we honor and celebrate you. Wishing you a day filled with love, happiness, and appreciation. 💖

— The Nova Wealth Management Team

#HappyMothersDay #NovaWealthManagement

View Instagram post by nova_wealth_management

May 10

2 0
Open post by nova_wealth_management with ID 18415627504179884
Behind so many strong families are incredible mothers whose love, sacrifice, and guidance shape the future every day.This Mother’s Day, we honor and celebrate you. Wishing you a day filled with love, happiness, and appreciation. 💖— The Nova Wealth Management Team#HappyMothersDay #NovaWealthManagement

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