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.
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
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
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
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
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
🚨 YOUR TAX BRACKET MAY NOT BE WHAT YOU THINK!
Well…at least not the whole story!
You might be in the 22% federal income tax bracket.
But that doesn`t necessarily mean your next financial decision will have a 22% overall impact.
Here`s why:
💰 IRA withdrawals can increase taxable income.
🔄 Roth conversions may affect other tax calculations.
🏥 Additional income could increase future Medicare premiums.
📊 Social Security taxation may also be affected.
Your tax bracket is only ONE piece of your retirement financial picture.
Before making a significant retirement income decision, consider how it could affect your overall financial plan.
📖 Learn more in our latest blog!
🔗 Link in bio.
#RetirementPlanning #RetirementTaxes #RothConversions #MedicareIRMAA #FinancialPlanning #SouthwestFlorida #NovaWealthManagement
Oct 20
💍 MARRIED? YOUR SOCIAL SECURITY DECISIONS ARE CONNECTED!
You may have two different earnings histories…
Two different benefit amounts…
And two different retirement dates.
But you share ONE retirement plan! ❤️
Before claiming Social Security, married couples should understand:
💰 Spousal benefits
📅 Claiming age decisions
❤️ Survivor benefits
📊 How benefits fit into household retirement income
One spouse`s claiming decision can affect the benefits available to the other.
Retirement planning is about more than choosing your own Social Security start date.
📖 Learn more in our latest blog!
🔗 Link in bio.
#SocialSecurityBenefits #RetirementPlanning #MarriedCouples #FinancialPlanning #SouthwestFlorida #NovaWealthManagement
Oct 16
🧠 YOUR EMOTIONS MAY BE INFLUENCING YOUR INVESTMENTS!
Here`s something interesting about investing:
📉 Losing $1,000 can feel more painful than gaining $1,000 feels rewarding.
It`s a behavioral tendency called loss aversion.
And it can lead investors to:
❌ Hold losing investments too long
❌ Sell winning investments too early
❌ Make decisions based on fear or regret
❌ Abandon long-term investment strategies
The goal isn`t to eliminate emotions.
It`s to recognize when they`re influencing your financial decisions.
💡 A disciplined investment strategy considers more than what`s happening in the market today.
Read our latest blog to learn more!
🔗 Link in bio.
#EmotionalInvesting #InvestorPsychology #BehavioralFinance #FinancialPlanning #SouthwestFlorida #NovaWealthManagement
Oct 15
