Welcome to our website!

We believe successful investing requires adherence to a disciplined process that includes setting realistic goals, developing an appropriate investment strategy and constant monitoring of both investment performance and client goals.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets. Contact us today to learn more. 

Jeff's journey -
Serving our clients

Despite losing his eyesight, Financial advisor Jeff Nova regains his passion for serving clients and is still thriving in his role as a financial advisor. Read more about Jeff's journey here. 

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Explore our Women's Workbook

Women and wealth workbook coverWe’ve created a practical guide designed to comprehensively assess your financial health and identify actionable steps you can take to build more confidence in your plans for tomorrow. The workbook also contains several hands-on worksheets you can use to write your own financial story.

Download the women and wealth wealth insights guide

 

Disclosures

Jeff Nova is currently registered to conduct business with residents of the following states: AL, CA, CO, CT, DE, FL, GA, IL, IN, KS, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WV, WY. California Insurance License # 0C99665.

Jeff Nova, NMLS # 1651517, and Christine Drone, NMLS # 2447276 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Christine Drone is currently registered to conduct business with residents of the following states: AL, CA, CO, CT, DE, FL, GA, IL, IN, KS, MA, MD, MI, MN, MO, MS, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WV, WY.

Read additional advisor disclosures.