MANAGING LIFESTYLE

 

  • Lifestyle purchase analysis

  • Cash flow management

  • Budgeting

 

COMPREHENSIVE PLANNING

 

  • Tax consulting

  • Estate planning

  • Financial planning and cash flow analysis

  • Life insurance planning and policy review

  • Multi-generational planning

  • Succession planning and buy-sell agreements

  • Education planning

  • Charitable planning

  • Retirement planning and analysis

INVESTMENT MANAGEMENT

 

  • Portfolio construction and individually monitored

  • Asset management

  • Ongoing risk and suitability analysis

  • Consolidated performance reporting

  • Individualized trading strategies

  • Long term planning  

  • Consolidated financial and investment reporting

 

RISK MANAGEMENT

 

  • Liability management and financing analysis

  • Custodial account setup

  • Asset protection

  • Property and casualty insurance analysis and oversight

THROUGH OUR PARTNERS, WE ALSO OFFER: 

  • Personal accounting and audit assistance

  • Accounting for closely-held entities

  • Philanthropic services such as foundation establishment

       and management

  • Property and casualty insurance

  • Concierge

  • Personal security planning

  • Travel management

  • Collectibles management

  • Credit monitoring and planning

  • Litigation support

SPORTS & ENTERTAINMENT AND

PRIVATE WEALTH MANAGEMENT

As an Athlete, Entertainer, or Private Wealth client, it is your job to overestimate and prepare, while never underestimating yourself.  As Wealth Managers, we take the same approach. We plan for unforeseen risks, never leaving you feeling unprepared. 

 

FOR MORE INFORMATION

(239) 444-1794

OR VISIT US

28089 Vanderbilt Drive, #103

Bonita Springs, FL 34134

© 2017 Nova Wealth Management, Inc. is a Registered Investment Advisor.  All Rights Reserved. Designed by Reframed