welcome to nova wealth management
Secure your legacy.
Protect your wealth.
Expert financial planning tailored for Florida’s discerning retirees and high-net-worth individuals. Navigate your retirement with confidence through comprehensive wealth management strategies.
years combined experience
We service clients all over the United States
client retention rate
comprehensive wealth management services
comprehensive wealth management services
From retirement planning to estate strategies, we provide the expertise you need to protect and grow your wealth.
our nova wealth management offices
our nova wealth management offices
Want to visit us? We’re proud to serve clients across Florida and Texas with two convenient locations:
Nova Wealth Management Bonita Springs, Florida
Florida isn’t just a place—it’s a lifestyle. Our locally rooted team delivers customized financial solutions tailored to the unique needs of Floridians. Headquartered in beautiful Naples, we offer a boutique experience with institutional-quality insights. Partner with fiduciaries who genuinely care about helping you navigate your financial future with confidence and clarity.
Nova Wealth Management Dallas, Texas
Smart money meets smart planning in the heart of Dallas. Whether you’re a high-net-worth individual optimizing your portfolio, a family preparing for generational wealth transfer, or a business owner planning for succession, our experienced advisors bring clarity and confidence to your financial future.
why trust nova wealth management?
why trust nova wealth management?
- personalized strategies for high-net-worth individuals
- comprehensive approach covering investments, taxes, & legacy
- fiduciary commitment to your best interests, always
- deep expertise in Florida & texas tax laws
- proven track record with retirees & pre-retirees
- ongoing support & proactive financial guidance
- specialized knowledge in federal employee retirement benefits
the financial resource hub
the financial resource hub
Knowledge is power when it comes to managing your money. Whether you’re planning for retirement, saving for your child’s education, or expanding your investment portfolio, we’ve assembled the tools and insights you need to make confident financial decisions. In our resource hub, you will find:
Market Insights
educational articles
client tools
video library
downloadable brochures
insights from our nova wealth management advisors
insights from our nova wealth management advisors
Stay informed with the latest financial planning strategies, market updates, and retirement tips
Let's start the conversation
Let's Start the Conversation
From Bonita Springs, to Naples to Fort Myers, Marco Island, Estero, and beyond, Nova Wealth Management brings deep financial knowledge across Southwest Florida. We’re here to help you navigate your options with clarity and confidence – schedule your complimentary consultation to discuss your financial goals.
Contact us today to schedule your complimentary consultation, and take the first step toward financial clarity and confidence.
Get in Touch
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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
🍁 Happy Thanksgiving from Nova Wealth Management!
As we pause to give thanks this season, our entire team wants to express heartfelt gratitude to our clients, colleagues, friends, and families who make what we do so meaningful. 💛
Your trust and partnership inspire us every day — and we’re so thankful for the opportunity to help you plan, grow, and protect what matters most.
Our offices will be closed on Thursday, November 27 for the holiday.
Wishing you a wonderful holiday filled with gratitude, laughter, and time well spent with those who matter most. 🧡
— The Nova Wealth Management Team
#HappyThanksgiving #Gratitude #Thankful #NovaWealthManagement #SWFL #DallasTX #FinancialPlanning
Nov 27
📣 We’re Hiring an Intern! (Part-Time)
Nova Wealth Management is looking for a detail-oriented, motivated intern to support our client experience, marketing, and event coordination efforts. This role is ideal for someone who enjoys organization, communication, and learning how a wealth advisory firm operates day-to-day.
📌 Responsibilities include:
Editing YouTube videos into short clips
Categorizing video content for our website’s media library
Assisting with follow-up calls and staying on top of outreach to prospective clients
Attending lunch seminars to assist with check-in, appointments, and guest interaction
Supporting our team at several upcoming events:
January: 14 (12–5pm), 16 (8am–2pm)
February: 3 (9am–12pm), 4 (9am–12pm), 16 (10am–1pm), 20 (11am–2pm)
March: 2 (1–4pm), 13 (10am–1pm)
Additional events as needed
📅 Hours: 10–20 per week
💵 Compensation: $15/hour
If you—or someone you know—may be a good fit, please send a message or email us at beth@novawealthmanagement.com for more details!
Nov 18
🌍 Today is World Diabetes Day, a day dedicated to raising awareness and supporting those living with diabetes — including someone very special to the Nova Wealth Management family.
Many of you know that Jim and Amy’s daughter, Hope, was diagnosed with Type 1 diabetes. Her strength, resilience, and positive spirit inspire all of us every single day. 💙
Type 1 diabetes requires constant vigilance — monitoring, planning, and adjusting — yet Hope continues to face every challenge with grace and determination.
Today, we’re proud to honor Hope and the millions of individuals and families affected by diabetes around the world.
Together, we can continue to support research, education, and advocacy that bring us closer to a world where diabetes no longer defines daily life. 💪
#WorldDiabetesDay #Type1Diabetes #DiabetesAwareness #HopeForHope #NovaWealthManagement #Community #BlueCircle
Nov 15
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