Nova Wealth Management, Inc

Description

• 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: something in the market, something in the economy, something in life that 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 solutions, 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. With our non-biased approach, it 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, and we know there are many places you can go if you wanted to feel like just another number. The decision to create wealth is motivated by something: too much debt, inability to take care of your family, or simply to support a certain lifestyle. Whatever the reason, when a certain level of wealth is reached, you will ask yourself the inevitable question, what do I do with this money? The inability to answer those questions will threaten to undo even the best financial plans, but we will be there with answers. We want you to have confidence in us and know that we will create a plan and portfolio particular to you and not to just set it and forget it. You have our commitment to set your next service meeting before you leave the office. You may need an investment review, an insurance review, an estate plan, or all of the above, but no matter what it is, we are here to give you the up-front advice and guidance.
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  Headquarters:28089 Vanderbilt Drive Suite 103, Bonita Springs, Florida, United States

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  Phone Number: +1 239-444-1794

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  Website: https://www.novawealthmanagement.com

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  Employees:6

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  Revenue:$1 - 10M

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  Legal Name:Nova Wealth Management, Inc

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• |  NAICS Code: 551112  |

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