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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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.
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Do You Really Need Life Insurance? | Nova Wealth Management
Do You Really Need Life Insurance? Key Situations to Consider Life insurance is one of the most common financial planning tools available, yet not everyone needs it. The real question is not whether life insurance is good or bad, but whether someone depends on your income, assets, or financial support. A recent Investopedia article by Gina Roberts-Grey titled Do I Need Life Insurance?…
https://novawealthmanagement.com/do-you-really-need-life-insurance/?utm_source=instagram-business&utm_medium=jetpack_social
Jun 4
At Nova Wealth Management, we understand that retirement for first responders and veterans is about more than finances.
For many, the transition away from the career can also mean a loss of identity, structure, and purpose. That’s why our approach starts with listening first.
We are proud to be a first responder and veteran friendly organization with direct family ties to law enforcement and military service. We understand the unique pressures, sacrifices, and decisions that come with these careers because they’ve impacted our own families too.
At Nova, you are never just a number on a spreadsheet.
We provide independent financial guidance focused on:
• Pension & DROP Planning
• Retirement Income Strategies
• Tax-Efficient Planning
• Investment Management
• Legacy & Estate Planning
No proprietary products.
No one-size-fits-all solutions.
Just personalized planning built around your goals and your future.
📞 1-888-677-9910
🌐 novawealthmanagement.com
Jun 3
How Increasing Life Expectancy Is Changing Retirement Planning | Nova Wealth Management
How Increasing Life Expectancy Is Changing Retirement Planning Retirement planning today looks very different than it did a generation ago. Advances in healthcare, improved lifestyles, and medical technology have contributed to longer life expectancies, allowing many retirees to spend decades in retirement. While longer lives can be a tremendous blessing, they also introduce new financial planning challenges that previous generations may not have faced….
https://novawealthmanagement.com/how-increasing-life-expectancy-is-changing-retirement-planning/?utm_source=instagram-business&utm_medium=jetpack_social
Jun 3
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