KOVALCIK & GERAGHTY WEALTH PARTNERS LLP

Overview

Kovalcik & Geraghty Wealth Partners LLP is an independent RIA focused on serving individual and family clients with financial planning and discretionary portfolio management. The firm runs a predominantly equity-oriented investment program and favors exchange-traded instruments as its primary implementation vehicle. Its client-facing services combine ongoing portfolio oversight with fee arrangements that include a percentage of AUM plus options for hourly or fixed-fee engagements, which positions the firm to work with a mixture of wealth levels and planning needs. Investment activity is concentrated in managed discretionary accounts, where the firm exercises day-to-day allocation decisions across public equities and mutual funds. The firm does not identify as an active ESG investor. Kovalcik & Geraghty uses third-party managers for specific alternative allocations—most notably real estate—while keeping the bulk of client portfolios in liquid, exchange-traded securities that allow for efficient rebalancing and tax-sensitive trade execution.

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Public Holdings

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Location & Offices