Nova Wealth Management Group, a Registered Investment Advisor, was founded in Atlanta in 1999 by the partners of CPA firm, Bromberg & Cohen, P.C.
Sam Bromberg and Jeff Cohen founded Nova to provide a disciplined, academically-based investment experience tailored to address each client’s distinct willingness, ability and need to accept market risk. Offering an advisor relationship built on personal trust and integrity, Nova serves as a Registered Investment Advisor to retirement-minded individuals, corporate executives, entrepreneurs, professionals, investment partnerships, and retirement plans.
As your wealth management advisor, Nova Wealth Management Group joins you in the duty of fulfilling your mission – both now and in the future. We believe that strategic vision can be achieved when there is a commitment to a customized and disciplined long-term plan. We begin our relationship with our consultative process resulting in establishing and reviewing a written investment policy statement. We will assess your current financial situation and help you gain consensus on goals and guidelines for the ongoing management and protection of your investment assets.
We have adopted the following principles, which guide our firm and how we provide advice and services to our clients.
We provide advice and recommendations that are only in our client’s best interest. We do this because it is proper, ethical and right. All of the following principles are consistent with this objective and our way of conducting business.
We follow a fiduciary duty standard of care, which is the highest legal duty of care one party can have to another. As a Registered Investment Advisor, we have a legal responsibility to act in your best interest. This is a much higher standard than the less-stringent “suitability standard” which most major brokerage firms are subject to.
We provide a high level of personal attention. We make a point of getting to know each client and learning what is most important. Developing personalized insight is key to providing appropriate advice and service.
We provide services and develop wealth strategies through our consultative holistic approach. We develop plans that are integrated into each client’s unique goals and circumstances.
Each client benefits from a team of professionals. Using in-house expertise or carefully selected alliances as needed, we offer a range of resources to make sound financial recommendations and decisions.
We are client-centric, which means we focus on delivering sound advice and targeted solutions, not on selling financial products. The only incentive we have in offering particular solutions is whether the client’s best interest will be served.
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 advisory accounts. Our incentive is to recommend what’s best under the circumstances.
Fees and costs are fully disclosed and clearly explained. We give answers in plain English, with whatever level of detail is needed.
We strive for our advice to be straightforward and understandable. We base it upon the latest, academic evidence, not crystal balls. We rely on data and evidence and adhere to an investment philosophy built on logic and science.
We invest our personal and firm assets based on the same set of investment principles and using the same investment strategy that we recommend.
After a successful career serving as a principal in his own CPA firm with Sam Bromberg, spanning over twenty years, the curious problem-solver that is Jeff, realized that wealth management was where he could have the greatest impact with his clients. Jeff works with clients to align their values with their wealth and resources. Using his extensive experience with risk management, taxation and interpersonal skills he strives to give clients the best opportunity to achieve what is most important to them.
Jeff graduated with a BBA from the University of South Florida, became a CPA, and received the Personal Financial Specialist designation from The American Institute of Certified Public Accountants.
Jeff has been named one of Atlanta’s FIVE STAR: Best in Client Satisfaction* for 2008 through 2016. Originally from New York and subsequently Florida he has long considered Atlanta his home.
Jeff enjoys working out, is an avid tennis player, and enjoys travelling and going to the beach with his wife, Debbie. Jeff is also an active member of Dunwoody Country Club.
With over twenty-five years as a principal in a successful accounting practice with Jeffrey Cohen, Sam has been advising clients on building businesses and growing personal wealth. He has made a significant impact on his clients’ lives by simply listening to what was most important to them. Through his public accounting practice, he recognized that clients needed someone they can trust, one who is objective and will work independently on their behalf.
Thus, the founding of Nova Wealth Management Group became a continuation of his passion for establishing a clients’ individual wellbeing. Being uniquely qualified in understanding how risk affects one’s taxes, personal wealth and financial success, Sam offers clients the greatest opportunity for achieving their financial dreams.
He holds a bachelors degree in Accounting from the University of Georgia and is a CPA. In 2001 he received the Personal Financial Specialist designation from The American Institute of Certified Public Accountants. He has been a lifelong resident of Atlanta, GA. Sam Bromberg is an avid golfer and passionate about helping others as he is a great supporter of the Shepherd Center and a member of North Fulton Rotary club.
James joined Nova Wealth Management Group in March 2015 and is involved with client relationships and the monitoring of portfolios. Prior to joining Nova, James was a Senior Associate at Homrich Berg, a fee-only wealth management firm in Atlanta, GA. He has over 10 years of experience in the accounting and wealth management industries.
James attended the University of Georgia, graduating with a Bachelor of Business Administration in Accounting and a Masters of Accountancy. In 2009, James received his CPA designation and he received his CFP® designation in 2014. He is a member of the American Institute of CPAs, the Georgia Society of Certified Public Accountants and serves on the GSCPA Board of Directors. Additionally, he serves on the board for the Capital Group and is a Children’s Health Care of Atlanta Legacy Advisor.
He currently resides in Atlanta, GA with his wife Shannon, son Bruns and dog Dexter. During his spare time, James enjoys traveling, cooking, hunting, golf and watching Georgia football.
Nick joined Nova Wealth Management Group in 2011 to assist with all aspects of client portfolios. As a senior portfolio advisor, Nick advises on portfolio implementation and helps to simplify the financial lives of others through savings, retirement, and tax-efficient planning.
Prior to joining Nova, he graduated Magna Cum Laude from Georgia Southern University with a bachelor’s degree in Finance. He was also awarded membership into the Beta Gamma Sigma honor society which recognizes its members as “the best in business.” Nick earned his Chartered Financial Analyst® designation in 2017.
Cecil joined Nova Wealth Management Group in July of 2018 and is involved with client relationships and monitoring of portfolios. Prior to joining Nova, Cecil was a Financial Planner at a fee-only wealth management and accounting firm in Atlanta, GA where he provided financial planning advice to high net worth clients specializing in matters related to their transition to retirement.
Cecil attended the University of Georgia, graduating with a Bachelor of Science in Financial Planning. During his studies, Cecil completed a study abroad at University of Oxford in Oxford, England. In 2017, Cecil completed the requirements for his CFP® designation. Cecil is active in the McCallie School Atlanta alumni, Sigma Nu Fraternity Atlanta alumni, and the Financial Planning Association of Georgia.
Cecil has spent time growing up in Macon, attending McCallie School in Chattanooga, and Athens Georgia. Currently he resides in the Brookhaven neighborhood of Atlanta, GA with his wife Ali. During their free time, they enjoy spending time in Hilton Head, cooking, exploring Atlanta restaurants & attractions, and watching Georgia football.
Melissa joined Nova Wealth Management in February 2018 and is involved with servicing of clients and operational support for the firm. Prior to joining Nova, Melissa served as an operations and client service associate for a local financial & estate planning firm for 5 years.
Melissa graduated from The University of Georgia in 2012 with a Bachelor’s of Science degree in Family Financial Planning. She holds the Series 7 and 66 Securities Registrations, as well as a Life and Health Insurance Agent license. Melissa and her husband, Ben and their 3 sons, reside in Loganville, Ga. and enjoy cooking and all things soccer.
Diane Yost joined Nova Wealth Management Group in February of 2014 and serves as the firm’s administrative assistant and office manager. Diane is originally from Nashville, TN where she attended Nashville Technical College and majored in Computer Science. Diane currently resides in Peachtree Corners, GA with her husband. During her spare time, Diane enjoys boating on Lake Lanier and spending time with her family.
Alexis joined Nova Wealth Management Group in July 2019 and is involved with client relationships and operational support for the firm. Prior to joining Nova, Alexis was a Family Service Coordinator for the ultra high-net-worth segment of a large regional bank. There she worked on servicing relationships and financial planning for her clients.
Alexis graduated Cum Laude from the University of Georgia with a Bachelor of Science degree in Family Financial Planning. During her studies, she served as the Vice-President of the Student Financial Planning Association and volunteered at many Financial Planning Association of Georgia events.
Alexis currently resides in West Midtown with her two puppies, Gracie and Wade. She is a member of Junior League of Atlanta and is a volunteer at BeLoved Atlanta. During her free time, Alexis loves to attend concerts, festivals, and try new restaurants around the city.