Kovalcik & Geraghty Wealth Partners is a fee-only Registered Investment Adviser with offices in Upper Arlington, Ohio and Palmetto Bluff, South Carolina.Â We provideÂ comprehensive goals-based financial planning and investment management advice to successful executives andÂ high-net-worth familiesÂ nationwide.Â We focus on helping our clients accrue and protectÂ wealth while assisting them in their effort to pass their values and legacy on to future generations. Â We are a member of The National Association of Personal Financial Advisors (NAPFA), which is an organization exclusively for fee-only financial planners. Â NAPFA believes, as we do, that objective planningÂ can only be accomplished when an adviser is compensated for providing advice, not selling commission based products.
To help our clients achieve their family, charitable, professional and financial goals.
Planning For What Matters Most
We believe our work is about more than just managing money. Â As financial advisors and investment managers, we understand that you see your wealth not simply for what it is, but for what it can be. Financial planning is about achieving the goals that matter most to you whether you are still working in your career or are already retired.
A Coordinated, Proactive Approach
Because of the exceptional degree of success you have achieved, you often face unique challenges when it comes to planning for your financial future.Â Assuming the role of your chief financial officer, we will oversee the various aspects of your financial life.Â Our collaboration with your other professional advisors enables us to provide you with the most thorough and objective advice possible.
The personal relationships that we develop with our clients give us unparalleled insight into their situation.Â In turn, our clients place a tremendous level of confidence in us and the work that we do for them.
Objective Investment Professionals Backed by Strength
From our inception, our professional insight and complete objectivity has served the needs of an exceptional clientele comprehensively and discreetly.Â Client assets are custodied at Raymond James.Â Â Raymond JamesÂ offers the resources and support of a full-service brokerage firm that is as focused on your goals as we are.