Nowak Wealth Management Group was founded on the goal of assisting our clients in every aspect of their financial lives and making the path to financial independence as simple as possible. Behind each one of our successful client experiences, there is a team determined and motivated to provide efficient and effective financial guidance. The team at Nowak Wealth Management Group is knowledgeable and truly care about helping our clients pursue their goals. It is our mission - and our promise - to keep our clients focused on their goal, advise them of the best path towards that goal, and most importantly, continually remind them of the benefits of a disciplined approach.
Jim Nowak, CFP®, AAMS
President & Wealth Advisor
Jim, who has been servicing clients in the financial industry since 1999, founded Nowak Wealth Management on the idea that preparing for financial independence should be simple and achievable. Armed with a resume saturated with accolades and titles and a former life that included Ironman triathlons, Jim is no stranger to discipline and hard work. He is a Certified Financial Planner with over 14 years in the financial services industry and a graduate of Boston University's Program for Financial Planning. Jim also holds his Series 7, 24, 63 and 65 Securities Registrations with LPL Financial and holds his Accredited Investment Fiduciary Designation, as well as his Accredited Asset Management Specialist Designation which he received from the College of Financial Planning.
A native New Yorker - born and raised in Long Island - Jim began his career in investments and financial accounting, both of which placed him among the hustle and bustle of Wall Street. Following a move to the Tar Heel state, Jim decided to lean on his experience in the financial field and his former training days to set a plan into action. That plan became Nowak Wealth Management Group. Jim's practice specializes in working with retirees and those close to retiring, females and small business owners, and its success rests heavy on his ability - and that of his team - to remain motivated and goal-oriented for each client.
Jim currently resides in Raleigh with his wife, Krystal and three children, Colgan, Hadley and Harper. He has worked with several community organizations - Wake Enterprises, North Raleigh Lion's Club and AE Finley YMCA - and he remains active swimming, golfing, cycling and playing chess.
Kendal’s professional background, a collision of both marketing and finance, gives her not only the insight and knowledge necessary to promote brand awareness, but the skills required to effectively communicate Nowak Wealth’s message to client and prospects. A Virginia native and graduate of North Carolina State University, Kendal began her professional career in sports and entertainment marketing where she honed her writing, editing and branding skills. Kendal then went on to work in the legal arena and later served over four years in various marketing roles with community banks throughout the Triangle.
Kendal currently sits on the board of the Wake County Non-profit Note in the Pocket, and is an active member of Trinity Baptist Church. Kendal resides in Raleigh with husband, Tim and daughter, Eliza.
As Marketing Coordinator, Krystal understands the significance in providing Nowak Wealth’s clients with information that is both relevant and important to them, and she recognizes the benefit in creating an atmosphere where clients can thrive and achieve their financial goals. In her role, Krystal delivers client messaging through such activities as educational workshops and client appreciation events.
Krystal's background, although not linked to the financial services industry, well equipped her for the responsibilities of Marketing Coordinator. A North Carolina State University graduate in Chemistry, Krystal brings with her over six years of experience in the medical field that left her solution minded and attentive to details. Choosing the right "bedside manner" - whether for a patient or a retiree - requires trustworthiness and guidance and Krystal's resume provides her with the right amount of both.
Krystal is the wife of Jim, founder of Nowak Wealth, and is fortunate to spend quality time at home with their children, Colgan, Hadley and Harper. She is an active member of the Junior League of Raleigh, a membership she has retained since 2006, and enjoys running, music and focusing on her passion that is living a healthy lifestyle.