Creating Personalized Plans with Legacy Estate Planning Legacy estate planning is not a one-size-fits-all process. Every family’s situation, goals, values, and financial picture are unique — and a meaningful legacy plan should reflect that individuality. For families in Bonita Springs, Naples, Marco Island, Estero, and Fort Myers,...
Why Every Family Should Consider Legacy Estate Planning Legacy estate planning is not just for the ultra-wealthy or those later in life. In reality, every family can benefit from having a thoughtful, organized plan that outlines how assets are managed, how decisions are made, and how...
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.
We’re visiting with the residents in Plantation today. If you’re here, come see us!
Sometimes waiting for the right time to see us, doesn’t materialize. Give us a call or send us a message. Let’s get started.
☎️ 888-677-9910
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Feb 20
Sometimes the biggest step forward…
is simply reaching out.
Whether you’ve met us at a seminar, a community event, or you’re just getting started – we’re here to help you explore what’s possible.
Your future deserves a plan built around you.
Start the conversation today.
☎️ 888-677-9910
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Feb 19
🎉🎂 Happy Birthday, Scott! 🎂🎉
Today we’re celebrating Scott, one of our advisors and a CPA whose knowledge, professionalism, and thoughtful approach make a real difference for our clients every day. His commitment to helping clients navigate both planning and tax decisions with clarity and confidence is something we truly value.
Join us in wishing Scott a very happy birthday and a year ahead filled with good health, happiness, and continued success! 🎈✨
💙 Your Nova Wealth Management Team
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Feb 17
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