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
sign up for our newsletter
sign up for our newsletter
Receive timely updates on investment strategies, tax planning tips, and retirement guidance from our team of wealth management professionals. Subscribe today to stay ahead.
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
sign up for our newsletter
sign up for our newsletter
Receive timely updates on investment strategies, tax planning tips, and retirement guidance from our team of wealth management professionals. Subscribe today to stay ahead.