A complete list of active advisors currently associated with Novera Wealth, Inc.

Warmer can help you find a great advisor at Novera Wealth, Inc. or one who fits your needs even better.

Novera Wealth provides wealth management and investment management services, along with written financial planning and educational seminars, to individuals, high‑net‑worth clients, and charitable organizations. The firm operates on a fee‑only basis and may recommend third‑party professionals without receiving compensation from those recommendations. Its investment approach emphasizes asset allocation and Modern Portfolio Theory, using a mix of passive and active strategies and employing fundamental, technical, cyclical, and charting analysis while typically holding securities for a year or longer. Financial planning is integrated into its services: clients who elect planning receive a written plan addressing cash flow, retirement, estate, tax, and related topics, and seminars are delivered as educational presentations rather than individualized advice. Noteworthy aspects in the brochure include the explicit offering of educational seminars billed on a flat‑fee basis and the option to provide financial planning at no additional charge if the client elects that service. The filing also shows the firm is newly formed and reported no assets under management as of the brochure date, and it does not describe performance‑based fees or private‑fund advisory activities.

To learn more about the advisors currently working at Novera Wealth, Inc., 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.