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.
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.
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
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.
- Designed for individuals looking for a more “traditional” financial advisor relationship this option is for everyone from newlyweds needing to map out their financial future to retirees looking to roll over a retirement account. Our Traditional membership combines the low cost of a robo-advisor with the personal touch and expertise of the Kovar team.
- Ready to launch your wealth & influence into the next level? From the basics of just getting organized to the more advanced steps of establishing your personal brand and mapping out career aspirations, our team works closely with you in order to set you up for big and exciting things.
- For those who have amassed wealth and want to enjoy the freedom it affords them. Our Partner Circle caters to big investments, big ideas, and big returns. We’ll guide you with taxes, estate planning, and turning your investment portfolio into ongoing income so you can focus on experiences that truly leave a legacy.