Finding Your Fit

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. The Nova R Wealth staff is your financial partner.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur.

In order to best achieve our clients’ goals, we engage our in-house professionals and strong partnerships with other experienced professionals.

Financial Planning

Developing an understanding of your unique needs, wants, and goals is our top priority. Next, we develop a plan to help you reach your goals.

Learn more

Investment Management

Our focus is on constructing successful, goal-oriented portfolios with an emphasis on research-driven investing principles. An investment policy is implemented as a living and breathing document to provide clarity around your investing goals and strategy.

Learn more

Tax Planning

Navigating planning and investment decisions are incomplete without considering tax implications.

Learn more

Estate Planning

Whether your heart is set on preserving your assets within your family or a charitable organization, we can connect you to professionals whose life’s work is developing comprehensive estate plans that ensure your wealth is maintained for generations to come.

Learn more

Insurance Planning and Risk Management

Not only protecting what you have built is important, but protecting unforeseen events is also paramount. Your adviser will work with you to ensure that your level of protection is appropriate.

Learn more