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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📈 Interest rates are rising—but what does that actually mean for your retirement?
Higher rates can create opportunities, but they can also create tradeoffs. And if you`re already retired or planning to retire within the next five years, those tradeoffs may matter more than you think.
The bigger question isn`t simply where rates are headed.
👉 It`s whether your retirement plan still works when rates change.
We break down what today`s rate environment could mean for your cash, bonds, debt, and retirement income in our latest blog.
🔗 Read more: https://novawealthmanagement.com/rising-interest-rates-retirement/
#RetirementPlanning #InterestRates #RetirementIncome #FinancialPlanning #InvestmentPlanning #PreRetirement #Retirement #FixedIncome #WealthManagement #NovaWealthManagement #NaplesFL #BonitaSpringsFL #SouthwestFlorida
Sep 16
**Where were you on September 11, 2001?**
For so many of us, the answer comes immediately.
We asked members of our Nova team to share their memories of that morning—a day that changed our country and so many lives forever.
Today, we remember those we lost. We honor the first responders and service members who answered the call. And we keep their families in our thoughts.
**We will never forget.**
Where were you when you first heard the news?
#NeverForget #September11 #PatriotDay #HonorAndRemember #FirstResponders #September11th #911Remembrance
Sep 11
62? 67? 70? 🤔
When should you claim Social Security?
There isn’t one age that works for everyone.
Your decision may depend on:
💵 Cash flow
📊 Portfolio withdrawals
❤️ Health & longevity
👫 Spousal considerations
🧾 Taxes
🏦 Other retirement income
Waiting may produce a larger monthly benefit.
Claiming sooner provides income earlier.
But the question isn’t simply:
“Which age gives me the biggest check?”
It’s:
“Which age best fits my retirement plan?”
🔗 Read our latest article through the link in our bio.
#SocialSecurity #SocialSecurityPlanning #RetirementPlanning #RetirementIncome #FinancialPlanning #NovaWealthManagement
Sep 10
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