Nova R Wealth

Nova R Wealth

Nova R Wealth opened in 2014 in Overland Park, Kansas, where it operates as a registered investment advisor and wealth manager. The firm is led by Principal Timothy Rodgers, a CFP® professional. Its stated services span investment advisory, financial planning, retirement strategy, estate management, and insurance, directing its data-driven investment approach toward individuals, high-net-worth families, trusts, and business entities. The firm’s investment posture is that of a classical Multifamily / Private Wealth advisory, constructing portfolios from liquid securities rather than running commingled funds or direct private-market vehicles. Its core service lines cover retirement income modeling, estate transfer strategies, and insurance planning. Nova R Wealth does not publicly disclose specific asset-class allocations, named portfolio holdings, or co-investment partners. Geographic concentration is local: the single Overland Park office on College Boulevard serves the Kansas City metro on both sides of the state line between Kansas and Missouri. Nova R Wealth fields a six-person team, notable for its family-heavy senior bench — Timothy Rodgers (Principal), Eric Rodgers (VP, Operations), and Matt Rodgers (Research Analyst) form a multi-generational leadership group, supplemented by veteran CFP® Brenda Richman and Director of Client Service Michael Bunn. The firm points to over a century of combined professional experience across the team. No adjacent philanthropic vehicles, real-asset arms, or club memberships are disclosed. No operational event from the last 24 months is publicly verifiable beyond standard business continuity from the Overland Park address. As a fully disclosed RIA, Nova R Wealth’s structural distinction is its embedded family succession model. With three Rodgers family members in key investment, operations, and research roles, the firm is designed to perpetuate advice continuity across generations of both its own leadership and its client families. This architecture makes it a local intergenerational planning shop rather than a product-distribution outlet or a national aggregator.