Magda Treviño
Administrative assistant
- Company:Nova Wealth Management
- Group:Client Service Team
Magda Treviño
Administrative assistant
Magda Treviño serves as the Administrative Assistant at Nova Wealth Management, where she thrives by combining her passion for business, finance, and helping others. Her commitment to excellence and client-focused mindset make her a valued member of the team.
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
In observance of Memorial Day, our office will be closed Monday, May 25, 2026. The U.S. stock market will also be closed for the holiday.
Today is not just another holiday. It is a day we pause to honor and remember the brave men and women who made the ultimate sacrifice for our country. ❤️🤍💙
We will reopen and resume normal business hours on Tuesday, May 26, 2026.
📞 888-677-9910
📧 info@novawealthmanagement.com
#MemorialDay #HonorAndRemember #StockMarketClosed #OfficeClosed #NovaWealth #WealthManagement #FinancialPlanning #BonitaSprings #NaplesFL #SWFL
May 25
The Park City Club hosted us again for our Surviving Retirement workshop. Judd takes the time to explain how our tax brackets could change through retirement, and how that impacts your planning.
Is your current professional helping you avoid paying unnecessary taxes? This is standard for all of our clients.
☎️ 1-888-677-9910
💻 info@novawealthmanagement.com
✅ Send us a message on social media
#RetirementPlan #retirementgoals #wealthbuilding #wealthmanagement #ira #finance #retirementplanning #retirement
May 14
These past 7 days, we’ve been at Connor’s Steak House talking about Surviving Retirement. Stephen uses this opportunity to remind people that income taxes aren’t going anywhere.
Do you have an income tax strategy? Most clients we meet have what they think is a plan, but it tends to be more reactive planning than an actual plan.
💰 Is your plan working?
☎️ 239-444-1794 is our phone number if it makes sense to review your plan.
May 11
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