Archives: Members
Beth Henchesmoore
Marketing Manager
Beth Henchesmoore came to sunny southwest Florida in 2003. She started out here to complete her internship wi...
James Novakovich
Co-Founder & Wealth Advisor
James Novakovich is a highly experienced wealth management professional with nearly 25 years of expertise in f...
Amy Novakovich, CFP®, CRPC®
Co-Founder & Wealth Advisor
Combining her background in psychology and finance, Amy provides clients with personalized retirement strategi...
Tamara Clingan
Wealth Advisor
Tamara Clingan serves as a Wealth Advisor with a strong foundation in accounting and financial strategy. She e...
Stephen Herrington, CFP®, CFA®, MBA
Wealth Advisor
Stephen Herrington brings a blend of advanced business insight and client-focused financial planning to his ro...
Scott Nelson, CPA
Wealth Advisor
With a background that includes running his own CPA practice and consulting for businesses of all sizes, Scott...
Judd Garrett
Wealth Advisor
Judd brings a unique blend of analytical insight and leadership experience to his role as a Wealth Advisor at ...
Magda Treviño
Administrative assistant
Magda Treviño serves as the Administrative Assistant at Nova Wealth Management, where she thrives by combining...
Darlene Frazier
Office Manager
Darlene Frazier is the Office Manager at Nova Wealth Management, where she has been a dedicated team member si...
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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
🎥 This Week on Finance Friday: Should You Consider a Roth Conversion?
A Roth conversion can be a powerful tool for long-term tax planning — but it’s not right for everyone.
This Friday, Amy and Beth will walk through:
✅ What a Roth conversion is (and how it works)
✅ When it may make sense — and when it may not
✅ Key tax considerations before you decide
Roth conversions can offer future tax-free growth and flexibility in retirement, but timing, income levels, and long-term goals all play a role.
📅 Join us live this Friday at 12 PM on Facebook to learn how to evaluate whether a Roth conversion could benefit your retirement strategy.
#FinanceFriday #RothConversion #RetirementPlanning #TaxPlanning #NovaWealthManagement
Nov 5
“November’s here — and so are your next financial wins. Let’s get growing 💰 #NovaWealth #WealthBuilding #NovemberEnergy”
Nov 2
A brief pause in the federal government shutdown this fall allowed one key piece of data to get released — the September Consumer Price Index (CPI). Why was this report so important? Because the Social Security Administration (SSA) relies on it to calculate the 2026 Cost-of-Living Adjustment (COLA) for beneficiaries. Without it, millions of retirees wouldn’t know how their benefits will change next year….
https://novawealthmanagement.com/inflation-cola-and-your-retirement-what-the-latest-cpi-report-means-for-2026/?utm_source=instagram-business&utm_medium=jetpack_social
Oct 31
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