At NOVA Capital, our mission is to deliver exceptional outcomes, powered by a relentless commitment to excellence and innovation. We’re not just building a wealth management firm; we are cultivating a community of advisors who share that same pursuit.
We bring simplicity and clarity to people with complex lives, helping them organize, protect, and grow their wealth with confidence.
Who We Serve:
• Tech Professionals navigating equity compensation (RSUs, ISOs, ESPPs)
• Corporate Executives looking to optimize their compensation packages
• Entrepreneurs preparing for growth, liquidity, or exit
• Retirees focused on turning assets into income in a tax-efficient way
How We Help:
• Equity compensation strategy (RSUs, stock options, founder stock)
• Business planning and liquidity event preparation
• Retirement planning and distribution strategy
• Investment planning and portfolio design
• Charitable giving and philanthropic planning
• College funding strategies
• Risk management and insurance planning
• Tax planning and coordination with CPAs
• Estate planning and legacy design
• Private investments and alternative strategies
• Debt management and strategic uses of leverage
Company Details
- Employees
- 14
- Founded
- -
- Address
- 3805 Edwards Road,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://novacap.nm.com
- Keywords
- Financial Planning, Wealth Management, Equity Compensation, Business Planning, Risk & Estate Planning, Tax Planning, Retirement Planning.
- HQ
- Cincinnati, OH
Nova Capital - Northwestern Mutual Questions
Nova Capital - Northwestern Mutual's website is http://novacap.nm.com
Nova Capital - Northwestern Mutual's LinkedIn profile is https://www.linkedin.com/company/nova-cap
Nova Capital - Northwestern Mutual has
14 employees.
View email and phone details for 14
employees at Nova Capital - Northwestern Mutual.
Nova Capital - Northwestern Mutual's industry is
Financial Services
Nova Capital - Northwestern Mutual's top competitors are
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Nova Capital - Northwestern Mutual's categories are Financial Services
Nova Capital - Northwestern Mutual's founding year is 2015
