Nova Wealth Management, Inc.

Nova Wealth Management, Inc. Nova Wealth Management, Inc is a Registered Investment Advisor. Nova Wealth Management, Inc. is a family constructed firm with a unique philosophy.

Every individual is different, therefore, is exposed to different risks, so financial advice has to be personal. Traditional financial planning covers all the basics of what you want and need and where you want to be in the near, intermediate, and distant future, BUT what happens when life throws a curve ball? There is always something in the market, something in the economy, something in life tha

t throws us and a financial plan off track. To prepare for the unknowns in life, it takes a dedicated advisor that knows your personality, history, needs, risks, health, and lifestyle. There may be many strategies, but only a few may be appropriate, and that is our job to help you find the most suitable path. There is no one size fits all in investing. Our non-biased approach allows us to participate with you in market fluctuations, so we are there every step of the way. Service is our priority as we want our company and family to be with you for the long run. If you watch our videos, we want to make sure you know our disclosure: This video is being presented for general information purposes only and is not intended to be personalized financial advice, or tax or legal advice. The opinions expressed reflect the judgment of the presenter as of the date of publication and are subject to change. A reference to any product or service is for illustrative purposes only and is not an offer to buy or sell any such product or service. Keep in mind that investing always involves risk of loss and past performance is not a guarantee of future results. Financial decisions should always be made based on an individual’s unique financial situation and goals.

06/08/2026

Watch out for indigestion.

06/07/2026

'I've seen too many people lose money by sitting on their hands waiting for that crash that never comes.'

06/05/2026

Have you ever heard one of these?

💬 "You'll owe taxes if you do that."
💬 "This doesn't cost you anything."
💬 "You don't need a financial plan."

Sometimes these statements are true. Sometimes they're not.

This week, Amy and Beth are discussing three financial claims investors should always take a closer look at before making an important decision.

We'll discuss:
✅ When taxes may (or may not) apply
✅ How to understand the true cost of financial products and services
✅ Why having investments isn't necessarily the same as having a plan

Because confidence comes from understanding the facts—not just taking someone's word for it.

📅 Join us LIVE Friday at 12 PM on Facebook.

How Much Do Retired Couples Need Saved in Each State? | Nova Wealth ManagementHow Much Do Retired Couples Need Saved in ...
06/05/2026

How Much Do Retired Couples Need Saved in Each State? | Nova Wealth Management

How Much Do Retired Couples Need Saved in Each State? One of the most common retirement planning questions is simple: "How much money do I need to retire comfortably?" The answer, however, is anything but simple. A recent Investopedia analysis examined retirement spending across all 50 states and Washington, D.C., and found that the amount a retired couple needs can vary by more than half a million dollars depending on where they live....

Learn how much retired couples may need saved in each state, why retirement costs vary so widely, and how retirement income planning can help support long-term financial goals.

Do You Really Need Life Insurance? | Nova Wealth ManagementDo You Really Need Life Insurance? Key Situations to Consider...
06/04/2026

Do You Really Need Life Insurance? | Nova Wealth Management

Do You Really Need Life Insurance? Key Situations to Consider Life insurance is one of the most common financial planning tools available, yet not everyone needs it. The real question is not whether life insurance is good or bad, but whether someone depends on your income, assets, or financial support. A recent Investopedia article by Gina Roberts-Grey titled Do I Need Life Insurance?...

Learn who may benefit from life insurance, when coverage may be appropriate, and how life insurance can support financial planning, estate planning, and family protection goals.

At Nova Wealth Management, we understand that retirement for first responders and veterans is about more than finances.F...
06/03/2026

At Nova Wealth Management, we understand that retirement for first responders and veterans is about more than finances.

For many, the transition away from the career can also mean a loss of identity, structure, and purpose. That’s why our approach starts with listening first.

We are proud to be a first responder and veteran friendly organization with direct family ties to law enforcement and military service. We understand the unique pressures, sacrifices, and decisions that come with these careers because they’ve impacted our own families too.

At Nova, you are never just a number on a spreadsheet.

We provide independent financial guidance focused on:
• Pension & DROP Planning
• Retirement Income Strategies
• Tax-Efficient Planning
• Investment Management
• Legacy & Estate Planning

No proprietary products.
No one-size-fits-all solutions.
Just personalized planning built around your goals and your future.

📞 1-888-677-9910
🌐 novawealthmanagement.com

How Increasing Life Expectancy Is Changing Retirement Planning | Nova Wealth ManagementHow Increasing Life Expectancy Is...
06/03/2026

How Increasing Life Expectancy Is Changing Retirement Planning | Nova Wealth Management

How Increasing Life Expectancy Is Changing Retirement Planning Retirement planning today looks very different than it did a generation ago. Advances in healthcare, improved lifestyles, and medical technology have contributed to longer life expectancies, allowing many retirees to spend decades in retirement. While longer lives can be a tremendous blessing, they also introduce new financial planning challenges that previous generations may not have faced....

Learn how longer life expectancy is reshaping retirement planning, including retirement income strategies, withdrawal planning, Social Security decisions, and longevity risk.

06/01/2026

Retirement investors didn't let inflation or market volatility deter them from socking away a record average of 9.6% of their pay in the beginning of 2026. The average employer match was 4.8%, leading to a combined record 14.4% savings rate in 401(k) plans.

What Baby Boomers Need to Know About Roth IRAs | Nova Wealth ManagementWhat Baby Boomers Need to Know About Roth IRAs Ro...
06/01/2026

What Baby Boomers Need to Know About Roth IRAs | Nova Wealth Management

What Baby Boomers Need to Know About Roth IRAs Roth IRAs have been available for decades, yet many retirees and pre-retirees continue to overlook some of the unique advantages these accounts may offer. A recent Investopedia article by Greg Daugherty titled What Baby Boomers Need to Know About Roth IRAs highlights several reasons why Roth IRAs remain an important consideration for retirement and legacy planning....

Learn how Roth IRAs may support retirement income planning, tax-efficient withdrawals, Roth conversions, and legacy planning strategies for retirees and pre-retirees.

05/31/2026

Gas prices have risen more than 50% since late February, driven by the closure of the Strait of Hormuz, a key oil shipping route.

Address

24311 Walden Drive Suite 200
Bonita Springs, FL
34134

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18886779910

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