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WE CREATE LEGACIES

“TRUE WEALTH IS NOT ABOUT MONEY. IT IS ABOUT FREEDOM.”

Taylor j. kovar

Don’t Settle For Ordinary

Wealth = Freedom

For some that is the freedom to leave their current role and explore other ventures. For others that is the freedom from the stress of what their legacy will be for future generations. For even more that is the freedom to know that someone has their back in this thing called life. Whatever your definition of freedom, the team at Kovar Wealth Management can get you there.

Never Complicated

Investing Should Be Fun

“As a rock star I have two instincts, I want to change the world and I want to have fun. I get to do both” – Bono

A fulfilling life and purposeful investing go hand in hand. With goals that reach beyond just making money, we aim to help our clients change the world.

In addition to traditional market investments, we look at all the exciting alternatives: beach houses, nature conservation, oil and gas royalties, business ownership, even providing micro-loans to entrepreneurs on the other side of the globe. If there’s an opportunity to grow your wealth, we’re going to find it.

Our Specialties

Wealth Management redefined

  • COMPREHENSIVE WEALTH MANAGEMENT 
  • LEGACY PLANNING 
  • SUDDEN WEALTH GUIDANCE 
  • PHILANTHROPY PLANNING 
  • TAX MINIMIZATION STRATEGIES 
  • SELF-DIRECTED IRA MANAGEMENT
  • PORTFOLIO REVIEW 
  • BUSINESS CONSULTING
  • PERSONAL BRAND MANAGEMENT 

Specialties

We Can Do It All

The greatest gift in life is helping others. Your success drives the team at Kovar Wealth. Our legacy depends on the greatness of yours, making it our mission to help you turn dreams into realities.

Ready to Start Your Legacy?

We understand that everyone’s journey is a little different so in order to provide the best experience possible, we have created 3 distinct ways in which to work with us depending on your current situation and future plans. 

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