James Novakovich
Co-Founder & Wealth Advisor
- Company:Nova Wealth Management
- Groups: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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📈 Interest rates affect more than just mortgages.
Did you know Treasury yields can influence:
🏡 Home loans
💰 Savings opportunities
📈 Investments
👴 Retirement income
💼 Business borrowing
Our newest article breaks down bond yields in plain English and explains why investors should understand what`s happening—even if they never buy a Treasury bond.
Read the full article through the link in our bio!
#Investing #FinancialPlanning #RetirementPlanning #InterestRates #MoneyManagement
Jul 24
🎉🎂 Happy Birthday, Tamara! 🎂🎉
Today we`re celebrating Tamara and all the positivity, dedication, and kindness she brings to the Nova Wealth Management team! 💙 Her commitment to helping others and her willingness to go the extra mile make a difference every day—for both our clients and our team.
We`re grateful to have Tamara as part of the Nova family and hope her birthday is filled with laughter, love, and all the things that make her smile. 🎈✨
Please join us in wishing Tamara a very Happy Birthday and an incredible year ahead! 🥳🎉
💙 Your Nova Wealth Management Team
#HappyBirthday #TeamNova #NovaWealthManagement #Celebrate #OfficeBirthday #Grateful
Jul 23
❤️ Estate planning isn`t about preparing for death…
It`s about protecting the people you love.
A will is important—but it`s only one part of the picture.
Our newest article explains:
📜 Wills
👨👩👧👦 Blended families
⚖️ Powers of Attorney
📝 Beneficiary designations
🏡 Trust planning
💙 Protecting your legacy
The best time to review your estate plan is before a crisis—not during one.
📖 Read the full article through the link in our bio!
#EstatePlanning #LegacyPlanning #FinancialPlanning #Retirement #WealthManagement
Jul 23
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