Financial Services

HOW CAN WE HELP YOU?

Our team of financial fiduciaries works together to create the life you and your family deserve. You’re not another number, you’re an individual—that’s why we get to know you first. What you do, who you love, where you go: it’s all part of what makes your journey different from the rest. Your financial plan isn’t much different. Life is about far more than reaching a social status; it’s about creating the freedom and future you dream of.

We’ll help you get there.

It doesn’t matter what phase of life you’re in, either—recent graduate, well-established with a family, preparing for retirement, or at a crossroads—the Kovar Wealth team will refine every detail of your personal success story. All it takes is getting started.

FINANCIAL
PLANNING

We take your matters into our own hands. Manage financial growth with a simple course of action tailored to your unique needs, so you can focus on what matters most.

WEALTH
MANAGEMENT

Every dollar you own should have a job. Make your money work for you, day and night, with personalized plans and investments to ensure it stays active—and continues to grow.

TAX MINIMIZATION
STRATEGIES

Maximize yearly savings with a variety of collaborative tax strategies. We’ll combine income deferrals, income splits, and tax planning to reduce costs and boost your income.

PHILANTHROPY
PLANNING

It’s good to give back. Open doors to new financial opportunities and highlight your charitable endeavors with customized strategies for the causes you’re most passionate about.

INVESTMENT
MANAGEMENT

Everyone’s risk tolerance and optimized returns are different. We’ll keep your long-term financial goals in mind while selecting and maintaining the best investments for you.

BUSINESS
CONSULTING

Your business is a part of you. Maximize potential with enhanced commercial strategies and daily operations to improve company proficiency and personal brand performance.

LEGACY
PLANNING

Leaving a legacy is more than “who gets what.” Give your heirs peace of mind and a sense of financial freedom with well-organized investments and a stable plan of distribution.

SUDDEN
WEALTH GUIDANCE

It can be overwhelming to abruptly come into a large inheritance. Mitigate stress with the right structured financial concepts to develop and expand your portfolio.

SELF-DIRECTED
IRA MANAGEMENT

Take complete control of your retirement wealth. Allocate funds as they’re directed into your account and retain access to them as you continue working.

PERSONAL BRAND
MANAGEMENT

Don’t put a limit on your personal success. We’ll help you expand even further by properly communicating your distinct values, authenticity, and beliefs to others.

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Want to transfer your funds? Weighing the pros and cons? Not sure if it’s right for you? We can help with that— download our FREE Investment Rollover Guide to learn more about your options!