Novēm Wealth

Novēm Wealth At Novēm Wealth, our name is more than a brand—it’s a reflection of who we are at our core. What's in a Name? The difference is personal. The results are real.

Each letter represents one of our children: Nicholas, Olivia, Vivian, Ellison, and Morgan. This personal connection reminds us daily of the responsibility we carry We built Novēm Wealth to serve the unique needs of those shaping their financial futures—families planning for long-term security, individuals building lasting legacies, business owners seeking financial clarity, and inheritors navigating new wealth. We are a trusted partner for entrepreneurs requiring strategic financial planning and trusts, foundations, and family offices committed to preserving wealth across generations. Our approach is designed to ensure that your vision endures, supported by strategy, integrity, and expertise. This personal connection reminds us daily of the responsibility we carry—not just for our own family, but for yours. We approach every relationship with the same care, dedication, and long-term vision we hold for our loved ones. Because to us, wealth management isn’t just about money—it’s about family, legacy, and trust. Pronounced NO-V-ĒUM

At Novēm Wealth, we don’t chase benchmarks. We focus on real results—absolute performance, smart risk management, and strategies that adapt across market cycles. If you're ready for a firm that puts your goals—not a model portfolio—at the center of everything, let’s talk. Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. https://www.finra.org/ and https://www.sipc.org/. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

We are excited to share that Novēm Lending has been named 2026 D Magazine Best Mortgage Professional! It’s an honor and ...
09/18/2026

We are excited to share that Novēm Lending has been named 2026 D Magazine Best Mortgage Professional!

It’s an honor and a reflection of the incredible clients, friends, and referral partners who have trusted us over the years.

Did you know we do all types of lending? Please give us a call if you would like to explore your lending options (purchase, refinance, security backed line of credit, home equity loans, Investment purchases, etc.). We would love the opportunity to help.

Thank you for being part of our journey at Novēm.

- The Novēm Family

Big news for homebuyers and real estate professionals: the one-unit conforming loan limit has increased to $845,000, up ...
09/14/2026

Big news for homebuyers and real estate professionals: the one-unit conforming loan limit has increased to $845,000, up from $832,750.

That means more buyers may be able to stay within conforming financing on higher-priced homes—potentially creating more flexibility, simpler underwriting, and a smoother path to closing.

The new limit is effective immediately for eligible wholesale and non-delegated Fannie Mae and Freddie Mac conforming loans. High-balance, jumbo, HELOC, non-agency, FHA, and VA limits remain unchanged.

Have a buyer or client who may benefit from the new limit? Let’s run the numbers and see what options make sense.

For What’s Next.

Kelly Perkins

25 years later, we remember.Today, we honor the nearly 3,000 lives lost on September 11, 2001, the first responders who ...
09/11/2026

25 years later, we remember.

Today, we honor the nearly 3,000 lives lost on September 11, 2001, the first responders who ran toward danger, the families whose lives were forever changed, and the countless acts of courage and compassion that followed.

A quarter of a century has passed, but the impact of that day remains with us.

May we continue to remember the lives lost, honor the heroes, and carry forward the unity and strength that brought Americans together in the days that followed.

Never forgotten. 🇺🇸

09/08/2026

Meet Keagan Polk , Founding Partner and Head of Tax at Novēm Wealth.

As the leader of the tax practice at Novēm Tax, Keagan brings experience from both sides of the accounting world—from private accounting at Whitley Penn to international tax services at PwC.

That background gives her a unique perspective on how thoughtful tax strategy can impact everyone from closely held businesses to large, complex organizations.

For Keagan, great tax planning starts with something simple: communication.

She believes clients shouldn’t just receive reports and tax returns—they should understand what the numbers mean, what opportunities are available, and what actions they can take to strengthen their financial future.

A CPA and former collegiate student-athlete, Keagan brings discipline, strategy, and a competitive mindset to every client relationship.

Get to know Keagan and the approach she brings to the Novēm team in our latest reel.

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/

Address

100 Crescent Court Suite 445
Dallas, TX
75201

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

(214)7305444

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