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Wagon Wheel Financial

5.0 (1 review)
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6 months ago

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Aaron T.

Thank you for the kind words Genesis.

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Nova Wealth Management

Nova Wealth Management

(2 reviews)

Back when we first started working with Amy we were upside down on our home, had close to $80K in…read moredebt, owned 1 old car, and had less than $500 in our bank account. We were drowning and scared, certainly had no means to ever retire in our future. Far from it. Thank goodness we were in our late 30's at that point. Fast forward (with Amy's plan) three years later. We own our new home, in the best neighborhood, own 2 cars, 1 motorcycle, we travel the world, plan to retire in 6 years, and all with a million dollars. TRUE STORY. The only regret we have is we didn't start our financial journey with Nova sooner. Please don't wait, no matter how much you do or don't have. Make the call, set up an appointment. Amy and her team will help you every step of the way towards the financial goals you have. Things you never thought possible are truly real in their hands. We trust them, we rely on them, and owe our great success story to them. This team, this group, Any, is genuinely the best in the business. She cares about your needs, your goals, and gives you a direct path as to how to get there. Solutions and Success.

Nova Wealth Management is nothing short of outstanding! I have been with them for several years now…read more(since shortly after I retired 4 years ago) and I have the upmost faith and confidence that my portfolio is in the best of hands. Although, I am sure I am not their largest client, I always feel valued and know that they have my best interest(no pun intended) at heart. During 2 very turbulent market upheavals (the beginning of 45's presidency and at the beginning of the pandemic) when there was a major market downturn, not only did they correctly weather the storm, they took the time to call me, INDIVIDUALLY, to assure me they were monitoring my portfolio. As a new investor and a newly retired individual, this put my mind at ease, considerably. I can not recommend them highly enough. Anytime I encounter friends and associates looking for financial expertise, I them about Nova Wealth Management!

Wagon Wheel Financial - financialadvising - Updated May 2026

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