Nova Wealth Management

Nova Wealth Management is an independent, fee-only Registered Investment Advisor dedicated to helping individuals, families, retirees, and high-net-worth clients build, protect, and preserve their wealth. With a personalized, fiduciary-focused approach, the firm develops comprehensive financial strategies designed around each client~s unique goals, lifestyle, risk tolerance, and long-term vision.Nova Wealth Management offers a wide range of services, including comprehensive financial planning, investment management, retirement planning, retirement income strategies, tax-aware planning, healthcare and long-term care planning, estate and legacy coordination, charitable giving strategies, and family office services for families with complex and multi-generational wealth needs. The firm also provides specialized guidance for federal employees navigating FERS, TSP, and other retirement benefits.With offices in Bonita Springs and Naples, Florida, as well as Dallas, Texas, Nova Wealth Management serves clients throughout Southwest Florida and beyond. Its experienced team works to simplify complex financial decisions and provide ongoing guidance as clients~ lives and financial needs evolve. Whether planning for retirement, managing investments, preparing for future healthcare costs, coordinating an estate plan, or creating a lasting family legacy, Nova Wealth Management is committed to helping clients move forward with greater clarity and confidence.

Nova Wealth Management is an independent, fee-only Registered Investment Advisor dedicated to helping individuals, families, retirees, and high-net-worth clients build, protect, and preserve their wealth. With a personalized, fiduciary-focused approach, the firm develops comprehensive financial strategies designed around each client~s unique goals, lifestyle, risk tolerance, and long-term vision.Nova Wealth Management offers a wide range of services, including comprehensive financial planning, investment management, retirement planning, retirement income strategies, tax-aware planning, healthcare and long-term care planning, estate and legacy coordination, charitable giving strategies, and family office services for families with complex and multi-generational wealth needs. The firm also provides specialized guidance for federal employees navigating FERS, TSP, and other retirement benefits.With offices in Bonita Springs and Naples, Florida, as well as Dallas, Texas, Nova Wealth Management serves clients throughout Southwest Florida and beyond. Its experienced team works to simplify complex financial decisions and provide ongoing guidance as clients~ lives and financial needs evolve. Whether planning for retirement, managing investments, preparing for future healthcare costs, coordinating an estate plan, or creating a lasting family legacy, Nova Wealth Management is committed to helping clients move forward with greater clarity and confidence.

Nova Wealth Management is an independent, fee-only Registered Investment Advisor dedicated to helping individuals, families, retirees, and high-net-worth clients build, protect, and preserve their wealth. With a personalized, fiduciary-focused approach, the firm develops comprehensive financial strategies designed around each client~s unique goals, lifestyle, risk tolerance, and long-term vision.Nova Wealth Management offers a wide range of services, including comprehensive financial planning, investment management, retirement planning, retirement income strategies, tax-aware planning, healthcare and long-term care planning, estate and legacy coordination, charitable giving strategies, and family office services for families with complex and multi-generational wealth needs. The firm also provides specialized guidance for federal employees navigating FERS, TSP, and other retirement benefits.With offices in Bonita Springs and Naples, Florida, as well as Dallas, Texas, Nova Wealth Management serves clients throughout Southwest Florida and beyond. Its experienced team works to simplify complex financial decisions and provide ongoing guidance as clients~ lives and financial needs evolve. Whether planning for retirement, managing investments, preparing for future healthcare costs, coordinating an estate plan, or creating a lasting family legacy, Nova Wealth Management is committed to helping clients move forward with greater clarity and confidence.