Kovalcik & Geraghty Wealth Partners LLP

Kovalcik & Geraghty Wealth Partners is a small advisory firm that serves individual clients — including high-net-worth individuals and a number of retired or current corporate executives — as well as donor-advised funds. The firm provides financial planning and ongoing portfolio management through discretionary and non-discretionary accounts and uses an independent custodian to execute trades and hold client assets.

Advice is developed through client interviews and detailed financial planning that explicitly addresses family, charitable, and career objectives, with an implementation schedule reviewed with each client. Investment management relies on a mix of fundamental, technical and cyclical analysis and employs a range of strategies, including longer-term buy-and-hold positions, shorter-term trading, option strategies and occasional use of margin when appropriate to a client’s objectives and risk tolerance.

Distinctive aspects include a two-advisor team managing a substantial asset base while maintaining a focus on legacy and charitable planning and serving donor-advised funds in addition to individual clients. Operationally, the firm does not vote client proxies (custodians deliver proxies to clients), maintains a formal Code of Ethics and personal trading policies, and documents privacy and business continuity practices.