Kovalcik & Geraghty Wealth Partners is a fee-only Registered Investment Adviser with offices in Upper Arlington, Ohio and Palmetto Bluff, South Carolina. We provide comprehensive goals-based financial planning and investment management advice to successful executives and high-net-worth families nationwide. We focus on helping our clients accrue and protect wealth while assisting them in their effort to pass their values and legacy on to future generations. We are a member of The National Association of Personal Financial Advisors (NAPFA), which is an organization exclusively for fee-only financial planners. NAPFA believes, as we do, that objective planning can only be accomplished when an adviser is compensated for providing advice, not selling commission based products.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 2074 Arlington Ave, Upper Arlington,ohio 43221,united States
- Phone
- 888-760-9313
- mk****@****gwp.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- kgwp.com
- HQ
- Upper Arlington, Ohio
- Competitors
- Raymond James, Ancora Holdings Group.
Kovalcik & Geraghty Wealth Partners Questions
Kovalcik & Geraghty Wealth Partners's helpline number is 888-760-9313
Kovalcik & Geraghty Wealth Partners's website is kgwp.com
Kovalcik & Geraghty Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/kovalcik-&-geraghty-wealth-partners
Kovalcik & Geraghty Wealth Partners has
3 employees.
View email and phone details for 3
employees at Kovalcik & Geraghty Wealth Partners.
Kovalcik & Geraghty Wealth Partners's industry is
Financial Services
Kovalcik & Geraghty Wealth Partners's top competitors are
Raymond James,
Ancora Holdings Group.
Kovalcik & Geraghty Wealth Partners's support email address is mkovalcik@kgwp.com
Kovalcik & Geraghty Wealth Partners's categories are Financial Services
Kovalcik & Geraghty Wealth Partners's founding year is 1998
