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Nova Wealth Management Group, LLC

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Nova Wealth Management Group, LLC

Profile:

Services we may provide include:

   *      Investment Planning
   *      Monte Carlo Analysis
   *      Portfolio Analysis
   *      Coordination of Investment and Tax planning.
   *      Rebalancing
   *      Retirement Planning
   *      Establishment and Maintenance of Business Retirement Plans including 401(k) Plans
   *      Life Insurance Analysis
   *      College Funding Planning
   *      Estate Tax Planning
   *      Charitable Giving Strategies

We work closely with your other advisors or can recommend experts, as needed

Overview:

We have adopted the following principles, which guide our firm and how we provide advice and services to our clients.

Act in the best interest of the client
We provide advice and recommendations that are only in our client's best interest. We do this because it is proper, ethical and right. All of the following principles are consistent with this objective and our way of conducting business.

Follow a fiduciary duty standard of care
We follow a fiduciary duty standard of care, which is the highest legal duty of care one party can have to another. As a Registered Investment Advisor, we have a legal responsibility to act in your best interest. This is a much higher standard than the less-stringent "suitability standard" which most major brokerage firms are subject to.

Deliver attentive, individualized service
We provide a high level of personal attention. We make a point of getting to know each client and learning what is most important. Developing personalized insight is key to providing appropriate advice and service.

Build customized, integrated investment plans.
We provide services and develop wealth strategies through our consultative holistic approach. We develop plans that are integrated into each client's unique goals and circumstances.

Offer a team for each client
Each client benefits from a team of professionals. Using in-house expertise or carefully selected alliances as needed, we offer a range of resources to make sound financial recommendations and decisions.

Focus of professional advice, not on products
We are client-centric, which means we focus on delivering sound advice and targeted solutions, not on selling financial products. The only incentive we have in offering particular solutions is whether the client's best interest will be served.

Serve as a fee-only advisor
We provide fee-only investment management. Our fees are based on a percentage of your assets that we manage. This approach best aligns our interests with yours. We do not charge commissions for any investments managed in our advisory accounts. Our incentive is to recommend what's best under the circumstances.

Practice full disclosure and seek transparent costs
Fees and costs are fully disclosed and clearly explained. We give answers in plain English, with whatever level of detail is needed.

Take advantage of academic research
We strive for our advice to be straightforward and understandable. We base it upon the latest, academic evidence, not crystal balls.

Practice what we preach
We invest our personal and firm assets based on the same set of investment principles and using the same investment strategy that we recommend.

History:

Nova Wealth Management Group, a Registered Investment Advisor, was founded in Atlanta in 1999 by the partners of CPA firm, Bromberg & Cohen, P.C. Sam M. Bromberg and Jeff Cohen formed Nova to provide a disciplined, academically-based investment experience tailored to address each client's distinct willingness, ability and need to accept market risk. Offering an advisor relationship built on personal trust and integrity, Nova serves as a Registered Investment Advisor to retirement-minded individuals, corporate executives, entrepreneurs, partnerships, and retirement plans.

As your wealth management advisor, Nova Wealth Management Group joins you in the duty of fulfilling your mission - both now and in the future. We believe that strategic vision can be achieved when there is a commitment to a customized and disciplined long-term plan. We begin our relationship with our consultative process resulting in establishing and reviewing a written investment policy statement. We will assess your current financial situation and help you gain consensus on goals and guidelines for the ongoing management of assets.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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