Our Financial Planners
Our Financial Planners
Financial Planners in Bonita Springs & Naples, FL
Financial Planners in Bonita Springs & Naples, FL
Trusted Advisors Guiding Your Financial Success
At Nova Wealth Management, our 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 to Look for in a Financial Planner?
What to Look for in a Financial Planner?
The right 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 reflect rigorous training
Decades of Experience
Over 20 years serving clients in Southwest Florida and beyond
Fiduciary Duty
Legally bound to prioritize your interests
Holistic Planning
Covering 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 Financial Planners
Our 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.
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
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
why work with Nova's planners?
why work with Nova's 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.
We’re fee-based fiduciaries, which means we are obligated to act in your best interest.
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 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. 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
🏡 **BIGGER HOUSE OR BIGGER INVESTMENT PORTFOLIO?**
It`s a question worth asking.
If you had extra money available, would you:
🏠 Put it toward a more expensive home?
📈 Invest it in the stock market?
A Wall Street Journal analysis compared decades of historical housing and stock market performance.
The findings may surprise you.
But here`s what matters:
**Your home and your investments serve different purposes.**
One provides a place to live.
The other may offer financial growth, income, and liquidity.
Both come with costs and risks.
Understanding those differences can help you evaluate your financial priorities.
📖 Read our latest blog through the link in our bio!
#RealEstateVsStocks #FinancialPlanning #InvestmentStrategy #Homeownership #SouthwestFlorida #NovaWealthManagement
Nov 9
🎂 **60 CANDLES. ONE BIG QUESTION.**
You`ve spent decades building your retirement savings.
But have you figured out how you`ll turn those savings into retirement income?
💰 Investments are important.
📊 Taxes matter.
🏦 Withdrawal strategies matter.
📉 Market volatility matters.
🏥 Healthcare costs matter.
And perhaps most importantly, understanding how all these pieces work together matters.
**Retirement isn`t just about how much you`ve saved. It`s also about how you`ve planned to use it.**
Our latest blog explores why turning 60 can be a financial wake-up call, even for experienced investors.
🔗 Read the article through the link in our bio!
#RetirementPlanning #RetirementAt60 #RetirementIncome #FinancialLiteracy #WealthManagement #BonitaSprings #NaplesFlorida #NovaWealthManagement
Nov 6
💰 **$500,000 IN YOUR IRA?**
Here`s something worth knowing before retirement.
At age 75, a traditional IRA with a previous year-end balance of $500,000 could generate a required minimum distribution of approximately:
💵 **$20,325**
That`s money the IRS generally requires you to withdraw—even if you don`t need it for living expenses.
But there`s more to consider.
Your RMD may affect:
📊 Federal income taxes
🏥 Medicare premiums
💰 Social Security taxation
📈 Your retirement income strategy
And your required withdrawal amount is recalculated every year.
Understanding these rules before RMDs begin can help you evaluate your retirement income options.
📖 Read our latest blog for the details.
🔗 Link in bio!
#RMD #RetirementPlanning #IRAWithdrawals #RetirementIncome #FinancialEducation #NovaWealthManagement
Nov 5
