Novēm Wealth

09/01/2026

Novēm was proud to be part of Elevated Living: The High-Rise Luxury Experience at Grand Treviso in Las Colinas, hosted by Luxury Collective Advisors inside the remarkable Penthouse Residence 1522.

Bob Johnson of Novēm Lending and Keagan Polk of Novēm Tax joined the panel to share insight on two major pieces of the high-rise buying conversation: mortgage financing and tax strategy. From navigating luxury and condominium financing to understanding the tax considerations that can come with purchasing and owning a high-end residence, the discussion was designed to help real estate professionals better prepare for the questions their luxury clients may have.

The setting couldn’t have been more fitting.

Listed by GP Theriot and Noe De Leon, Residence 1522—known as Cielo Vista, “The Sky View” Penthouse—is a 3,169-square-foot custom residence offering panoramic views of Las Colinas. Redesigned in 2016, the home features yacht-inspired architectural curves, South African maple cabinetry, white ash herringbone flooring, extensive custom millwork, a chef’s kitchen with Sub-Zero and Wolf appliances, and an approximately 25-by-30-foot private terrace.

With three deeded parking spaces, private storage, 24-hour concierge service, resort-style amenities, and direct access to Lake Carolyn and the Mandalay Canal, Cielo Vista brings together the scale and detail of a custom home with the convenience of luxury high-rise living.

Thank you to Luxury Collective Advisors, GP Theriot IV, Noé De León, and everyone who joined us for an afternoon of education, networking, and an incredible look at life above the skyline.

At Novēm, we believe conversations around real estate shouldn’t stop at the property itself. Lending, taxes, wealth strategy, and long-term planning all play a role in helping clients make informed financial decisions.

05/28/2026

05/22/2026

The other F-word families need to talk about? Finance.

In this new NOVĒM WEALTH conversation, Kelly dives into the growing rise of scams targeting elderly Americans in 2025 and why having open family conversations around finances has never been more important.

One simple idea Bob and Kelly discuss: creating a family password or safe phrase to help verify emergencies, suspicious calls, or urgent financial requests before reacting.

Family. Future. Finance.
The conversations that matter most are often the ones we avoid.

05/12/2026

Markets move fast. Perspective matters even more.

At NOVĒM WEALTH, we believe informed decisions start with understanding the data — and knowing how to interpret it through every market cycle.

04/21/2026

Buying a home doesn’t have to feel overwhelming — it just has to start with the right information.
At Novēm Lending, we believe confident buyers make the best decisions. That’s why we’ve created a resource hub designed to walk you through every step of the home-buying journey — from understanding your financing options to navigating the closing table.

Whether you’re a first-time buyer or looking to make your next move, you can learn everything you need to know at your own pace.

👉 Visit the Learning Center of our website to better understand:
• The home buying process from start to finish
• Loan options and financing strategies
• What to expect at each stage
• Tips to help you buy smarter and with confidence
The more you know, the more powerful your decisions become.
Start your journey today.

novemlending.com/learning-center/

04/16/2026

Last Tuesday night, we dropped the “F” bombs… and no, not the ones you’re thinking of.

Family. Future. Finance.

At Novēm Wealth, these are the conversations that matter most—yet they’re often the ones families avoid. And that’s exactly why we hosted this high-energy event: to help start “the other talk.”

Because here’s the reality…
As parents age and families grow, avoiding financial conversations doesn’t make the challenges go away—it just delays them. Planning for the future isn’t just about numbers, it’s about clarity, alignment, and protecting the people you care about most.

Kelly Perkins, BobMortgage (Bob Johnson), Jennifer Pitts Johnson, and Julie Provenzano Group led a powerful discussion around:
• How to start the conversation with your parents or adult children
• What planning gaps families commonly overlook
• Why putting a plan in place now can prevent major stress later
• A timely look at where the markets are heading in 2026

The biggest takeaway?
These conversations don’t have to be uncomfortable—they just have to start.

Because when it comes to your Family, Future, and Finance… waiting is the real risk.

04/14/2026

Last week, we had the opportunity to host an incredible evening at Stanley Korshak—where fashion and finance came together in a way that felt both natural and necessary.

Guests experienced a runway presentation showcasing Spring’s newest collections, paired with what we believe is the season’s most essential accessory: financial perspective.

Because while style evolves with the seasons…
your strategy shouldn’t be left to trends.

Thank you to everyone who joined us for an evening of insight, connection, and elevated thinking.

Designed to Exceed Expectations
Education | Communication | Ex*****on

04/08/2026

Most investors default to index funds—but that doesn’t always mean they’re making the most effective choice.

A large portion of market returns is often driven by a relatively small group of top-performing companies. By indexing, investors automatically allocate capital to hundreds of businesses, including many that may underperform or add unnecessary risk.

At Novēm Wealth, the focus is different. Rather than owning the entire market, the goal is to concentrate on high-quality companies with strong fundamentals and long-term potential. It’s about understanding what you own and being intentional with every allocation.

Because building wealth isn’t about owning everything—it’s about owning what matters.