article
The Millennial’s Guide to Retirement Planning
Learn more
Clarity. Direction. Confidence.
Nova Wealth Partners
Tomislav Dugandzic
Wealth Management Advisor|RICP®
Helping Successful People Plan More Effectively
In·Nova·tive Wealth Partners
Introducing new ideas; original and creative in thinking.
We know the financial landscape is ever changing. Throughout conversations, we have found many people are not presented with all of the options or ideas that could enhance their financial lives. We saw a significant need in the marketplace to execute an integrated approach to wealth management and comprehensive finanical planning.
A lot of financial advisors solely focus on investment management, and while we do plenty of work in the wealth management space, that's just the beginning at our firm. Financial planning success is not just about getting a rate of return. The real power of a financial plan, is in the integration of investments and planning through a variety of sophisticated solutions.
Our Mission
"To provide clarity within your financial plan that provides peace of mind."
We work with busy and successful individuals all over the country. We understand that it’s easy to lose track of the other important things, such as your financial health. We have found that many of our clients don’t know if they're doing all the right things at the right time. That's where we come in. We strive to take that pressure and anxiety off your plate and help you feel not only more confident but feel freedom within your financial plan so you can enjoy spending more time with your family, friends, and doing the things you love.
The Northwestern Mutual difference
No. 1
Best life insurance company for consumer experience, 2023. (NerdWallet)1
Top 5
We're one of the Top U.S. Independent Investment Broker-Dealers.2
$8.2B
In dividends expected to be paid in 2025.3
A++
AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4