Kovalcik & Geraghty Wealth

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49 Boundary St
Bluffton, SC 29910
+1 (843) 757-2080
https://www.kgwp.com

Kovalcik & Geraghty Wealth, located in Bluffton, SC, specializes in comprehensive and holistic financial planning, offering a multifaceted approach to securing clients' financial futures. As fee-only advisors, they provide valuable assistance in areas such as retirement and estate planning, philanthropy, insurance coverage, tax management, and saving for higher education.

In their investment management role, Kovalcik & Geraghty Wealth leverages access to lower-cost institutional options, allowing clients to avoid commissions and hidden fees typically associated with traditional advisors. This integrated approach not only optimizes every aspect of clients' financial lives but also enhances wealth preservation and the ability to make a positive impact through charitable endeavors.

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