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.
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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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