Building Our Relationship

Managing wealth is not just about acquiring assets. That’s why our services and advice focus on you and your family. We want to discover what matters most to you and provide distinct solutions to address and resolve these issues.

Each client has a unique set of financial goals and expectations. We customize our solutions to meet those goals and provide an advisor relationship built on personal trust and integrity with the goal of developing a long-term relationship with you.

We focus on you, your life, and how Nova can enhance your life through services that distinguish us from other firms. This discussion becomes the cornerstone of the deep client relationship we build with you. We decide together on a strategy that makes sense for you.

In all that we do, we seek maximum transparency of all costs and expectations, so you can make informed decisions every step of the way.


BECOMING A CLIENT

Who do we work with?


We provide services to high net worth individuals, families, corporate executives, professionals, and entrepreneurs.

We also work with retirement plans, including 401(k) plans and profit sharing plans.

Our fee structure is simple and easy to understand. We provide fee-only wealth management. Our fees are based on a percentage of your assets that we manage. This approach best aligns our interests with yours.

We do not charge commissions for any investments managed in our clients’ accounts. Our only incentive is to recommend what’s best for you and your portfolio.


Services We Provide


We work closely with your other advisors or can recommend experts, as needed.

Investment Planning   |   Monte Carlo Analysis   |   Portfolio Analysis   |   Coordination of Investment and Tax Planning   |   Rebalancing   |   Retirement Planning   |   Establishment and Maintenance of Business Retirement Plans including 401(k) Plans   |   Life Insurance Analysis   |   College Funding Planning   |   Estate Tax Planning   |   Charitable Giving Strategies   |   Cash Flow Planning