James Novakovich
Co-Founder & Wealth Advisor
- Company:Nova Wealth Management
- Group:Expert Financial Planners, Leadership Team
James Novakovich
Co-Founder & Wealth Advisor
James Novakovich is a highly experienced wealth management professional with nearly 25 years of expertise in financial planning and investment strategy. Over the course of a decade at Fifth Third Securities, he served as Vice President and Investment Executive, where he successfully built one of the firm’s top-performing advisory teams by delivering exceptional client service and personalized financial solutions.
In 2011, James co-founded Nova Wealth Management with the vision of creating a client-centric firm where each individual receives tailored guidance and attention. His commitment to excellence and deep understanding of financial markets have earned him consistent recognition, including multiple Five Star Wealth Manager awards from Gulfshore Life magazine.
Originally from Cleveland, Ohio, James now resides in Bonita Springs with his wife, Amy, and their five children. Outside of work, he enjoys spending time with his family, playing basketball with his kids, and cheering on Cleveland’s sports teams.
Connect With Me:
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
📣 We’re Hiring an Intern! (Part-Time)
Nova Wealth Management is looking for a detail-oriented, motivated intern to support our client experience, marketing, and event coordination efforts. This role is ideal for someone who enjoys organization, communication, and learning how a wealth advisory firm operates day-to-day.
📌 Responsibilities include:
Editing YouTube videos into short clips
Categorizing video content for our website’s media library
Assisting with follow-up calls and staying on top of outreach to prospective clients
Attending lunch seminars to assist with check-in, appointments, and guest interaction
Supporting our team at several upcoming events:
January: 14 (12–5pm), 16 (8am–2pm)
February: 3 (9am–12pm), 4 (9am–12pm), 16 (10am–1pm), 20 (11am–2pm)
March: 2 (1–4pm), 13 (10am–1pm)
Additional events as needed
📅 Hours: 10–20 per week
💵 Compensation: $15/hour
If you—or someone you know—may be a good fit, please send a message or email us at beth@novawealthmanagement.com for more details!
Nov 18
🌍 Today is World Diabetes Day, a day dedicated to raising awareness and supporting those living with diabetes — including someone very special to the Nova Wealth Management family.
Many of you know that Jim and Amy’s daughter, Hope, was diagnosed with Type 1 diabetes. Her strength, resilience, and positive spirit inspire all of us every single day. 💙
Type 1 diabetes requires constant vigilance — monitoring, planning, and adjusting — yet Hope continues to face every challenge with grace and determination.
Today, we’re proud to honor Hope and the millions of individuals and families affected by diabetes around the world.
Together, we can continue to support research, education, and advocacy that bring us closer to a world where diabetes no longer defines daily life. 💪
#WorldDiabetesDay #Type1Diabetes #DiabetesAwareness #HopeForHope #NovaWealthManagement #Community #BlueCircle
Nov 15
How Roth Conversions Can Strengthen Your Retirement Tax Plan
Paying some taxes now could save you much more later. Learn how a Roth conversion can create tax-free income, reduce future RMDs, and give you greater control in retirement.
At Nova Wealth Management, based in Bonita Springs and serving Naples, Marco Island, Estero, and Fort Myers, we help clients explore whether a Roth conversion fits their long-term goals.
Read more
Call 1-888-677-9910 to discuss your strategy.
https://novawealthmanagement.com/how-roth-conversions-can-strengthen-your-retirement-tax-plan/?utm_source=instagram-business&utm_medium=jetpack_social
Nov 14
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