Novēm Wealth

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.

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.

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.

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.

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.