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1715 Route 35, Suite 103, Middletown, NJ 07748

(732) 320-9021
kelly@novawealthguides.com
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Shine Brighter

Guiding you to a secure and fulfilling future with personalized financial solutions.

Start Your Journey

What We DoYour Financial North Star

At NovaWealth, we are dedicated to being the guiding light on your financial journey, offering clarity and reassurance every step of the way. We simplify complex financial concepts, addressing concerns like "Will I run out of money?" with personalized roadmaps that adapt to life's changes. With us, you're never alone—our dedicated team is always just a phone call away, ready to provide the support and guidance that feels like family.

Who We HelpPartners on Your Financial Journey

We cater to a diverse array of clients, each with unique financial needs and aspirations.


Pre-retirees and Retirees

Seeking assurance and expert guidance to achieve a smooth and successful transition into retirement. We stay with you throughout retirement designing an income plan, and adjusting along the way, to foster a high probability of success to reach your goals.

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Police, Firemen, and Union Workers

Offering tailored financial strategies for those dedicated to serving and protecting our communities.

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Entrepreneurs and Small Business Owners

While simultaneously providing entrepreneurs with their own financial roadmaps, we consult with business owners on employee benefits and tax strategies to keep your firm on strong footing.

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How We HelpTailored Solutions for Your Financial Needs


Discover Our List Of Services


Retirement Planning

Crafting personalized strategies to ensure a secure and enjoyable retirement tailored to your dreams.

Insurance Solutions

Protecting your family and assets with customized coverage that offers peace of mind.

Tax Services

Optimizing your tax strategy to minimize liabilities and maximize savings for greater financial efficiency.

Investment Strategies

Aligning your investments with your goals, focusing on growth and responsible financial management.

Estate Planning

Securing your legacy with comprehensive plans that honor your wishes and protect your loved ones.

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Who We AreAbout Us

Dedicated To Your Success

NovaWealth is built on the principles of trust, service, and family, offering personalized financial guidance to help clients achieve their personal and family goals. Acting as your financial north star, we see ourselves as your guiding light, committed to illuminating your financial path with clarity and compassion. Our dedicated team combines expertise with a personal touch, ensuring you feel supported and understood every step of the way.

Our Wealth Navigator Process

We have built our approach in a way that is designed to guide you through a comprehensive and personalized financial journey.

Step 1 - Discovery

Understanding your unique goals, concerns, and dreams to lay the foundation for your financial plan.

Step 2 - Charting the Course

We analyze and review different solutions and paths to best achieve your financial aspirations.

Step 3 - Retirement Roadmap

Collaboratively review a flexible plan that adapts to life's changes, ensuring a secure retirement.

Step 4 - Shine Brighter

Implementing strategies and monitoring progress to build a brighter, more secure financial future.

Contact UsAre You Ready To Take Your First Steps?

Schedule a complimentary discovery meeting with us and get started on your journey.

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