Midas NovaMidas Nova

SMART WEALTH

Wealth Plans That Work

We build clear plans for investing, retirement, taxes, and cash flow. Get calm advice, steady growth, and a path that fits your goals.

Book a consultationSee services
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Metric 01

18+

Years guiding money plans

Metric 02

320+

Client plans built

Metric 03

4.8/5

Client rating from reviews

HOW IT WORKS

How It Works in Four Steps

Build a clear plan for goals, cash flow, and the right mix of assets.

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4-week plan

Investment Planning

From $1,500

Build a clear plan for goals, cash flow, and the right mix of assets.

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Monthly review

Portfolio Management

From $2,500

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6-week review

Retirement Strategy

From $1,800

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01One session

Risk Analysis

From $900

Find gaps, stress test holdings, and set guardrails for loss.

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02Tax year review

Tax-Aware Advice

From $1,400

Keep more of what you earn with gain timing and account order.

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0390-day plan

Capital Growth Plan

From $2,200

Set clear growth targets for owners and families with idle cash.

WEALTH SERVICES

Planning for Growth, Tax, and Retirement

We look at income, assets, debts, tax needs, and your time frame.

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01

Review Goals

We look at income, assets, debts, tax needs, and your time frame.

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02

Map The Risks

We check market risk, cash needs, and gaps in insurance or structure.

Nested plan boxes, brass divider, and ivory cards on a plaster sweep
03

Build The Plan

You get a clear path for investing, retirement, and tax moves.

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04

Keep On Track

We review results, rebalance when needed, and update the plan.

CASE STUDIES

Results Clients Can See

One goal-setting call Basic portfolio review Retirement gap check Tax year action list Email recap notes

Billed monthlyBilled monthly

Starter

From $499/mo

  • One goal-setting call
  • Basic portfolio review
  • Retirement gap check
  • Tax year action list
  • Email recap notes
Most popularBilled monthly

Signature

From $1,250/mo

  • Two planning calls monthly
  • Full portfolio management
  • Quarterly risk check
  • Tax-aware trade list
  • Retirement income map
  • Priority email replies
12-month term12-month term

Scale

From $3,500/mo

  • Weekly planning call
  • Dedicated portfolio oversight
  • Business cash reserve plan
  • Family trust review
  • Capital growth roadmap
  • Year-round tax checks

WHAT CLIENTS SAY

Trusted by Clients

Moved cash, tax, and payout timing into one plan before the sale closed.

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Business Owner

Founder sale with tax control

Moved cash, tax, and payout timing into one plan before the sale closed.

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Retirement

Retirement income with room to travel

Overhead slate arrangement of matte blocks and brass spacers symbolizing a rebalanced portfolio.

Investing

Portfolio reset after gains

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Law Firm

Cash plan for law partners

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Families

College and legacy plan

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Retirement and income

Evelyn Hart

Steel weights and matte cubes on a walnut surface under dramatic light.

Risk and rebalancing

Darius Cole

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Tax-aware planning

Priya Menon

Silver bell, face-down ivory cards, and correspondence tray on a terracotta office counter.

Reviews and follow-up

Noah Bennett

Proof

Customer notes

Verified

“Our retirement plan now feels clear, and the tax notes saved us real money.”

Brass compass, leather folio, stone paperweight and skyline fragment on a dark travertine ledge

Maya Thornton

Retired Client, Boston

Verified

“They cleaned up our portfolio and gave us a simple monthly rhythm.”

Steel weights and matte cubes on a walnut surface under dramatic light.

Ethan Price

Co-Founder, Atlas Peak Studio

Verified

“As business owners, we finally have one plan for cash, investing, and taxes.”

Gold abacus beads, wax seal stamp, and leather ledger in a macro still life

Lena Okafor

Owner, Northline Dental

Service area

New York Metro

Manhattan, Brooklyn, Queens, Bronx, Staten Island, Jersey City

Foggy Lower Manhattan skyline glows at dawn above a calm harbor.

Area 01

New York Metro

Manhattan, Brooklyn, Queens, Bronx, Staten Island, Jersey City

Montauk Point Lighthouse above dune grass and surf at golden hour on Long Island

Area 02

Long Island

Nassau County, Suffolk County, Garden City, Huntington, Smithtown

Hudson River vista of North Jersey Palisades and hazy distant skyline at sunset

Area 03

North Jersey

Newark, Jersey City, Hoboken, Montclair, Paramus

Stamford waterfront towers above misty harbor water at blue hour, with calm open space below.

Area 04

Connecticut Corridor

Stamford, Greenwich, Norwalk, Darien, New Haven

The Map

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Questions

Common Questions

Quick answers before visitors choose a product, service, or next step.

01Who do you work with?+

We work with people, families, and business owners who want clear plans for investing, taxes, retirement, and cash flow.

02Do you manage portfolios too?+

Yes. We review holdings, rebalance when needed, and keep your mix tied to your goals, time frame, and risk level.

03Can you help near retirement?+

Yes. We map income needs, pension timing, drawdown steps, and tax moves so your money lasts longer and fits your spending plans.

04Do you advise business owners?+

Yes. We help owners sort cash reserves, invest spare funds, and line up personal and business goals without guesswork.

05How often do we meet?+

It depends on the tier. Most clients meet monthly or quarterly, with email replies between scheduled reviews.

06What does the first call cover?+

We review your goals, assets, income, debts, and tax picture, then outline the next steps with clear priorities.

Get Wealth Notes

Get short market notes, tax tips, and planning ideas in one monthly email.