Personal and corporate insurance planning
Tax-smart wealth strategies
Novella Wealth | Wealth Management & Insurance
Novella Wealth provides wealth management and insurance guidance for individuals, families and business owners in Richmond and beyond. Its services include tax-smart wealth strategies, retirement and legacy planning, life insurance, critical illness, disability, travel medical, visitor and extended health coverage. The brokerage also handles corporate insurance planning and employee benefit arrangements. Novella’s process is designed around a client’s financial journey, with advisors explaining options and helping connect insurance and longer-term wealth decisions.