A New Era of Financial Confidence
Novera Wealth Management serves individuals and families throughout Western Pennsylvania with offices conveniently located in Pittsburgh (Fox Chapel area) and Ebensburg. We specialize in working with those who are retired or planning to retire soon, focusing on key concerns such as asset allocation, asset maximization, and tax saving income strategies. We believe every retirement journey deserves a plan built on trust, clarity, and purpose. Our mission is simple but powerful: to help you plan and prepare your wealth with retirement goals in mind.
HER Wealth by Novera
Novera Wealth Management has a curated space for women navigating life’s financial transitions. Whether rebuilding after loss, reclaiming control after divorce, stepping into retirement, or simply ready to take ownership of your wealth, you belong here.
Our Services
ASSET ALLOCATION & RISK
We pride ourselves on providing retirement strategies to Western Pennsylvania and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan.
Asset Maximization
Our main objective is to assist you in navigating today’s complex marketplace to accomplish your investment aspirations and goals. The recommendations you receive are tailored to you, factoring in your risk tolerance, time frame, and income specifications.
Enhanced Planning
Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and seeks to help maintain family harmony after you’re gone.*
Social Security
Your Social Security benefit represents years of savings and hard work, which is why we work to help ensure you understand how it fits your retirement strategy. We think it’s important for you to be educated so you head into retirement with a strategy on how you will rely on your benefits.
Tax Strategies
One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.**
Generational Vault
A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view.
Color of Money Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.
*Our firm does not provide legal advice, and you should consult an attorney for such advice.
**Novera Wealth Management does not offer tax planning services
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.