Scott Nelson, CPA
Wealth Advisor
- Company:Nova Wealth Management
- Group:Expert Financial Planners
Scott Nelson, CPA
Wealth Advisor
With a background that includes running his own CPA practice and consulting for businesses of all sizes, Scott possesses a keen eye for tax efficiency, strategic planning, and accurate financial execution.
At Nova, Scott focuses on delivering personalized wealth solutions, helping clients with everything from long-term planning and portfolio management to tax-sensitive strategies that preserve and grow their assets. His CPA insight ensures that every financial decision aligns with not only clients’ objectives but also tax-smart practices.
Scott’s approach is defined by clarity, integrity, and a commitment to understanding each client’s individual story. Whether guiding families toward retirement or providing tailored advice to high-net-worth individuals, he treats every relationship with care, precision, and a focus on the client’s best interest.
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
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
Behind so many strong families are incredible mothers whose love, sacrifice, and guidance shape the future every day.
This Mother’s Day, we honor and celebrate you. Wishing you a day filled with love, happiness, and appreciation. 💖
— The Nova Wealth Management Team
#HappyMothersDay #NovaWealthManagement
May 10
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