Judd Garrett
Wealth Advisor
- Company:Nova Wealth Management
- Group:Expert Financial Planners
Judd Garrett
Wealth Advisor
Judd brings a unique blend of analytical insight and leadership experience to his role as a Wealth Advisor at Nova Wealth Management. Holding a BA in Religion from Princeton University (1990), he joined the firm in 2021 as an Investment Advisor Representative, bringing a thoughtful and disciplined approach to client strategy.
Judd is dedicated to helping clients, from individuals planning for retirement to families looking to protect and grow their wealth, by aligning smart investment strategies with personalized financial goals. His drive to deliver thoughtful guidance reflects his commitment to treating each client’s future as uniquely important.
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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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🎥 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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