Skip to content
Kovalcik & Geraghty Wealth Partners LLPKovalcik & Geraghty Wealth Partners LLP
  • Home
  • Mission, Vision and Values
  • Our Team
    • Our Team
    • Stephen P. Geraghty
    • Matthew G. Kovalcik
    • Rachel Stout
    • Paula Moose
  • Our Services
    • Our Services
    • Our Approach
    • Financial Planning
    • Investment Management
  • Our Clients
    • Our Clients
    • Corporate Executives
    • Business Owners
    • Retirees
  • Resources
    • Resources
    • Case Studies
      • Case Studies
      • Corporate Executive Seeking Diversification
      • High-Net-Worth Couple Concerned with Asset Protection
      • Ethical Will and Family Meeting
      • Philanthropic Client Wanting to Make A Difference
    • Client Access Videos
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
    • WorthWhile
    • ADV PART 2A
  • Contact Us
    • Contact Us
    • Refer Us
    • Second Opinion
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • UPPER ARLINGTON, OH OFFICE
    2074 Arlington Ave Upper Arlington, OH 43221-4395 T: 614.222.4888 TF: 888.760.9313
    Map and Directions Map and Directions
  • BLUFFTON, SC OFFICE
    49 Boundary St Bluffton, SC 29910-7010 T: 614.222.4888 TF: 888.760.9313
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Retirement & Longevity
  • Media
    • Article
    • Newsletter
To convert, or not to convert to Roth IRA – tax is the question
When planning for retirement, it has long been known that taxation is one of many associated mazes.
Retirement & Longevity
Setting 2023 goals for your business? Consider these ideas
From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year.
Business Ownership
Read
Read
Helping a loved one buy a home? Review strategies and risks
Approaches range from offering a straightforward monetary gift to making the purchase yourself and becoming a landlord.
Family & Lifestyle
Out-of-the-box alumni donations
Think beyond checks, endowments and scholarships. Explore alumni donations that have truly broken the mold.
Family & Lifestyle

Are you ready? Let’s uncover the possibility of working together.

Kovalcik & Geraghty Wealth Partners LLPKovalcik & Geraghty Wealth Partners LLP
  • 2074 Arlington Ave Upper Arlington, OH 43221-4395
  • 614.222.4888
  • 888.760.9313
  • Map & Directions
  • Map & Directions
  • 49 Boundary St Bluffton, SC 29910-7010
  • 614.222.4888
  • 888.760.9313
  • Map & Directions
  • Map & Directions