A complete list of active advisors currently associated with PW Nova Financial Services LLC

Warmer can help you find a great advisor at PW Nova Financial Services LLC or one who fits your needs even better.

PW Nova Financial Services LLC provides wrap-fee wealth management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and state or municipal government entities. The firm offers both discretionary and non-discretionary portfolio management and may engage third‑party investment advisers to manage all or portions of client assets. The firm documents client objectives in written Investment Policy Statements and uses a blend of analytical methods — including fundamental, quantitative, technical, charting, cyclical analysis, and modern portfolio theory — to construct portfolios. Portfolio holdings can include mutual funds, fixed income, ETFs, real estate funds/REITs, private placements, venture capital, and more complex strategies such as options and short sales, and the firm operates a sponsored wrap fee program to bundle management and transaction services. Noteworthy aspects include its ownership structure (50% owned by CMC Wealth Partners, Inc. and 50% by Sebvivi Enterprises, Inc.), an affiliation that is less common among peer teams, and its active role as a wrap fee program sponsor while expressly serving pension and municipal clients. The firm manages roughly $654 million in client assets, employs a multi-advisor team, charges asset-based fees collected in advance, and reports no account minimum.

To learn more about the advisors currently working at PW Nova Financial Services LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse PW Nova Financial Services LLC's office locations.