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.
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
👶 A new way to invest for a child`s future is officially here.
Trump Accounts are now live—but that doesn`t necessarily mean families should abandon the accounts they`re already using.
Before contributing, understand:
💵 The $1,000 pilot contribution
👨👩👧 Who can contribute
📈 How the money is invested
🔒 Withdrawal restrictions
🎓 Trump Accounts vs. 529 plans
👧 Trump Accounts vs. UGMA/UTMA accounts
The biggest question may not be “Which account is best?”
It may be:
👉 What do you want this money to accomplish for the child?
We`ve put together a new guide for parents and grandparents.
📖 Read it through the link in our bio.
#TrumpAccounts #529Plan #InvestingForKids #CollegeSavings #FinancialPlanning #Grandparents #FamilyFinances
Aug 13
📍 **Would lower taxes convince you to move?**
Billions of dollars in income are moving across state lines, according to IRS migration data.
Florida recorded a net AGI inflow of **$20.6 billion**, while Texas recorded **$5.5 billion**.
But before packing the moving truck, there`s a bigger financial picture to consider. 🏡
💰 State taxes
🏠 Housing costs
🛡️ Insurance
🏥 Health care
📊 Retirement income
👨👩👧👦 Family & lifestyle
A lower-tax state isn`t automatically a lower-cost state.
Our newest article looks at what to consider before making a major relocation decision.
📖 Read more through the link in our bio.
#RetirementPlanning #TaxPlanning #FinancialPlanning #FloridaLiving #TexasLiving #Retirement
Aug 12
📈 Have an investment that has grown significantly over the years?
That’s a good problem to have—but eventually, you may face an important question:
What happens when you want to sell it?
Selling a highly appreciated investment can create significant tax considerations, but the decision involves more than capital gains alone.
In our newest article, we discuss:
✔️ Timing the sale of appreciated investments
✔️ Using capital losses to offset gains
✔️ Managing concentrated positions
✔️ Gifting investments to family
✔️ Donating appreciated assets to charity
✔️ Estate planning considerations
The goal isn’t simply to avoid taxes. It’s to understand your options and make decisions that fit your overall financial plan.
📖 Read the full article:
https://novawealthmanagement.com/reduce-taxes-highly-appreciated-investments/
#TaxPlanning #InvestmentPlanning #CapitalGains #FinancialPlanning #WealthManagement
Aug 11
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