Advisors at this firm
Christopher M
CFP®, Series 66
Newtown, PA
PW Nova Financial Services LLC
Christopher Mcnesby is a CFP® with 24 years of industry experience, currently serving as a financial advisor at JW Nova Wealth Partners. His prior experience includes roles at Wells Fargo Advisors and Valley Financial Group. JW Nova Wealth Partners manages approximately $308 million for a diverse client base including high-net-worth individuals, pension plans, and government entities. The firm offers wrap-fee wealth management, pension consulting, and financial planning, employing a variety of analytical methods and investment strategies tailored to client goals.
Brian H
CFP®, Series 66
Newtown, PA
PW Nova Financial Services LLC
Brian Henrysen is a CFP® professional with six years of industry experience, currently affiliated with JW Nova Wealth Partners. His prior roles include positions at Raymond James Financial Services and Presilium Private Wealth LLC. Outside of his advisory work, he is a managing member of a real estate rehabilitation business. JW Nova Wealth Partners manages approximately $308 million for a diverse client base that includes individuals, pension plans, charitable organizations, and government entities. The firm utilizes a variety of investment strategies and analytical methods, offering wrap-fee wealth management and pension consulting services.
John W
Series 63, Series 65
Miami Beach, FL
PW Nova Financial Services LLC
John Whitehead is a financial advisor at JW Nova Wealth Partners with 34 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He also has experience running Jmac Enterprises LLC. JW Nova Wealth Partners serves a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm manages approximately $308 million using a range of analytical methods and investment strategies, offering wrap-fee wealth management, pension consulting, and financial planning services.
Michael S
CFP®, Series 66
Newtown, PA
PW Nova Financial Services LLC
Michael Smith is a financial advisor at JW Nova Wealth Partners with 19 years of industry experience. He holds the CFP® and Series 66 designations. His prior experience includes roles at Wells Fargo Advisors and Jmac Enterprises LLC. JW Nova Wealth Partners serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, corporations, and government entities. The firm manages approximately $308 million and offers wealth management, pension consulting, financial planning, and third-party adviser referrals, utilizing a range of investment strategies documented through formal Investment Policy Statements.
Kenneth C
Series 66
Newtown, PA
PW Nova Financial Services LLC
Kenneth Coniglio is a financial advisor at JW Nova Wealth Partners with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Pwa Financial, LLC for 12 years before joining PW Nova Financial Services. JW Nova Wealth Partners manages approximately $308 million for a diverse client base, including high-net-worth individuals, pension plans, charitable organizations, and government entities. The firm offers wrap-fee wealth management, pension consulting, and financial planning, employing a range of analytical methods and investment strategies tailored to client goals documented in Investment Policy Statements.
Michael C
Series 63, Series 65
Newtown, PA
PW Nova Financial Services LLC