Privacy Policy
Privacy Policy
Who We Are
Who We Are
WE’RE NOVA WEALTH MANAGEMENT, A BOUTIQUE FINANCIAL ADVISORY FIRM IN NAPLES, FL, SERVING CLIENTS ACROSS COLLIER COUNTY & SURROUNDING AREAS.
Our mission is simple: to provide personalized, transparent, and fiduciary-driven financial guidance. And just like we believe in being open about your finances, we believe in being transparent about how we handle your personal information.
your privacy matters at nova wealth management
your privacy matters at nova wealth management
At Nova Wealth Management, your trust is our most valuable asset. When you choose us to help manage your financial future, you also entrust us with your most personal data—and we take that responsibility seriously. This Privacy Policy outlines how we collect, use, and protect your information so you can feel confident knowing your privacy is in good hands.
privacy policy notice
privacy policy notice
Nova Wealth Management, Inc. (“Nova,” “we,” “us,” or “our”) is committed to protecting the privacy and security of the nonpublic personal information entrusted to us by our clients and consumers. This notice describes how we collect, use, disclose, and safeguard personal information in accordance with applicable federal privacy laws and regulations, including Regulation S-P and the Gramm-Leach-Bliley Act.
Effective September 01, 2026 · Download the Privacy Policy Notice (PDF)
information we collect
information we collect
We collect nonpublic personal information about our clients and consumers as necessary to provide investment advisory and related services. This may include:
- Name, address, telephone number, email address, and date of birth
- Social Security number and other identifying information
- Income, assets, net worth, account numbers, and account balances
- Beneficiary information, investment objectives, financial information, and investment history
- Other information necessary to provide and administer our services
how we use and share information
how we use and share information
We do not sell your non-public personal information. We may disclose non-public personal information to non-affiliated third parties only as permitted or required by law, including:
- To complete transactions or account changes as directed by you
- To maintain, service, or administer your account
- To broker-dealers, custodians, or other financial institutions as necessary to provide services or satisfy regulatory or supervisory requirements
- To service providers and contracted third parties that assist us in developing, supporting, or delivering services to you
- To entities under common ownership or control with Nova, where permitted by law
- At your request or with your authorization, or when required or permitted by law or regulatory authorities
We require service providers that have access to customer information to maintain appropriate safeguards designed to protect that information from unauthorized access or use.
protection of your information
protection of your information
We restrict access to nonpublic personal information to employees, representatives, and service providers who have a legitimate business need to access it. Nova maintains administrative, technical, physical, and procedural safeguards reasonably designed to protect customer information against unauthorized access, use, alteration, or disclosure. Safeguards may include access controls, authentication procedures, employee training, secure information systems, vendor oversight, and other measures appropriate to the nature and sensitivity of the information.
security incidents & notification
security incidents & notification
Nova maintains written policies and procedures designed to detect, respond to, contain, and recover from unauthorized access to or use of customer information. If we determine that sensitive customer information has been, or is reasonably likely to have been, accessed or used without authorization, we will take appropriate steps to investigate and contain the incident and provide notification to affected individuals when required by applicable law.
disposal of information
disposal of information
Nova maintains procedures designed to properly dispose of customer and consumer information when it is no longer required to be retained, consistent with applicable legal, regulatory, and business requirements.
changes & your privacy questions
changes & your privacy questions
We may revise this notice to reflect changes in our practices, applicable law, or regulatory requirements. When required by law, we will provide a revised privacy notice. Questions regarding this notice or our privacy practices may be directed to:
Nova Wealth Management is a Registered Investment Advisor
24311 Walden Center Dr., Suite 200
(239) 444-1794
website privacy & your choices
website privacy & your choices
The sections below describe information collected through this website and the choices available to you.
information collected on our website
information collected on our website
When you visit our website (novawealthmanagement.com), we may automatically collect data such as IP address, browser type, and time spent on each page.
our digital safeguards
our digital safeguards
Security is more than a buzzword for us—it’s a standard. Our firm uses a combination of digital safeguards, physical controls, and strict procedures to ensure your data is protected at all times. This includes:
- SSL encryption on our website
- Secure client portals with multi-factor authentication (MFA)
- Regular cybersecurity audits and staff training
We also partner with industry-leading custodians and technology platforms that meet or exceed financial industry standards for data protection.
your rights & choices
your rights & choices
We believe in empowering clients. That includes control over your personal data. You have the right to:
- Request access to information we hold about you
- Ask for corrections or updates to your personal data
- Request deletion of your data (where legally and contractually possible)
- Opt out of marketing communications at any time
To make any such requests, please contact us at advisor@novawealthmanagement.com.
cookies & website tracking
cookies & website tracking
We use cookies and similar tracking technologies to enhance your browsing experience on our website. Cookies help us understand how visitors interact with our site, allowing us to serve you better. You can control cookie settings through your browser or device preferences.
third party links
third party links
Our website may contain links to third-party websites—for instance, financial calculators or news outlets. Once you leave our site, our Privacy Policy no longer applies. We encourage you to read the privacy policies of any third-party sites you visit.
contact us
contact us
Have questions about your data or this Privacy Policy? We’re here to help. Reach out anytime:
Nova Wealth Management
Naples, FL
Email: advisor@novawealthmanagement.com
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