Our Financial Planners
Our Financial Planners
Expert Financial Planner in Naples & Bonita Springs, FL
Expert Financial Planner in Naples & Bonita Springs, FL
Trusted Advisors Guiding Your Financial Success
At Nova Wealth Management, our expert financial planners bring decades of experience and a fiduciary commitment to help you navigate your financial future with confidence. Serving clients in Naples, Bonita Springs, Fort Myers, Marco Island, and across Southwest Florida, we provide personalized, transparent guidance that puts your goals first. Whether you’re planning for retirement, managing wealth, or protecting your legacy, our team is here to simplify the complex and empower you with clarity.
From our office in Bonita Springs, we understand the unique needs of Southwest Florida residents—whether it’s optimizing tax-free retirement income or navigating Naples’ real estate market. We also serve clients nationwide, offering virtual consultations to ensure your plan reflects your life, wherever you are.
What Makes an Expert Financial Planner?
What Makes an Expert Financial Planner?
An expert financial planner combines credentials, experience, and a client-first approach to deliver strategies that work. At Nova, our planners stand out because of:
Top Credentials
CFP®, CRPC®, and CPA designations ensure rigorous expertise
Decades of Experience
Over 20 years serving clients in Naples and beyond
Fiduciary Duty
Legally bound to prioritize your interests
Holistic Planning
overing investments, taxes, retirement, and estate planning
Local Knowledge
Deep understanding of Southwest Florida's financial landscape
We don’t just manage money; we build relationships based on trust and results.
Our Expert Financial Planners
Our Expert Financial Planners
Our advisors and support staff work together to provide seamless service, coordinating with your CPA or estate attorney to ensure every detail is covered.
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
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
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
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
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
why work Nova's Expert planners?
why work Nova's Expert planners?
We craft plans tailored to your life; whether you’re a retiree in Naples seeking income stability or a professional in Fort Myers building wealth. No cookie-cutter solutions here.
Our CFP®, CRPC®, and CPA credentials mean you’re working with planners who meet the highest standards, delivering advice you can trust.
Unlike some advisors in Southwest Florida, we’re fee-based fiduciaries, meaning we avoid conflicts of interest and focus solely on what’s best for you.
Visit us in Bonita Springs or meet virtually. We’re here to serve Naples, Marco Island, and clients nationwide with the same dedication.
our planning process
our planning process
Get to Know You
We start with a conversation about your goals, finances, and concerns, ensuring your plan reflects your vision.
In-depth Analysis
Our planners assess your assets, liabilities, and opportunities, using advanced tools to identify the best strategies.
Tailored Plan Creation
We design a comprehensive plan covering investments, taxes, retirement, and legacy, customized to your needs.
Seamless Execution
We implement your plan, coordinating with professionals like estate attorneys in Naples to ensure accuracy.
Ongoing Guidance
We review your plan regularly, adapting to life changes or market shifts, so you stay on track in Fort Myers or beyond.
Who we serve
Who we serve
Our expert planners work with a diverse range of clients in Southwest Florida and nationwide, including:
- Retirees in Naples seeking tax-efficient income
- Business owners in Bonita Springs planning succession
- Families in Marco Island saving for education or homes
- Professionals in Fort Myers optimizing wealth
- Individuals navigating transitions like divorce or inheritance
We bring the same level of care to every client, no matter their financial stage.
Empowering you with confidence
Empowering you with confidence
At Nova, we believe knowledge is power. We provide clear explanations, secure online portals, and educational events like seminars near Fifth Avenue South. Visit our Resources page for tools and insights to stay informed.
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
👶 A new way to invest for a child`s future is officially here.
Trump Accounts are now live—but that doesn`t necessarily mean families should abandon the accounts they`re already using.
Before contributing, understand:
💵 The $1,000 pilot contribution
👨👩👧 Who can contribute
📈 How the money is invested
🔒 Withdrawal restrictions
🎓 Trump Accounts vs. 529 plans
👧 Trump Accounts vs. UGMA/UTMA accounts
The biggest question may not be “Which account is best?”
It may be:
👉 What do you want this money to accomplish for the child?
We`ve put together a new guide for parents and grandparents.
📖 Read it through the link in our bio.
#TrumpAccounts #529Plan #InvestingForKids #CollegeSavings #FinancialPlanning #Grandparents #FamilyFinances
Aug 13
📍 **Would lower taxes convince you to move?**
Billions of dollars in income are moving across state lines, according to IRS migration data.
Florida recorded a net AGI inflow of **$20.6 billion**, while Texas recorded **$5.5 billion**.
But before packing the moving truck, there`s a bigger financial picture to consider. 🏡
💰 State taxes
🏠 Housing costs
🛡️ Insurance
🏥 Health care
📊 Retirement income
👨👩👧👦 Family & lifestyle
A lower-tax state isn`t automatically a lower-cost state.
Our newest article looks at what to consider before making a major relocation decision.
📖 Read more through the link in our bio.
#RetirementPlanning #TaxPlanning #FinancialPlanning #FloridaLiving #TexasLiving #Retirement
Aug 12
📈 Have an investment that has grown significantly over the years?
That’s a good problem to have—but eventually, you may face an important question:
What happens when you want to sell it?
Selling a highly appreciated investment can create significant tax considerations, but the decision involves more than capital gains alone.
In our newest article, we discuss:
✔️ Timing the sale of appreciated investments
✔️ Using capital losses to offset gains
✔️ Managing concentrated positions
✔️ Gifting investments to family
✔️ Donating appreciated assets to charity
✔️ Estate planning considerations
The goal isn’t simply to avoid taxes. It’s to understand your options and make decisions that fit your overall financial plan.
📖 Read the full article:
https://novawealthmanagement.com/reduce-taxes-highly-appreciated-investments/
#TaxPlanning #InvestmentPlanning #CapitalGains #FinancialPlanning #WealthManagement
Aug 11
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