Your Path Starts Here.

Wealth Management

Services & Benefits

Collaboration is a crucial part of our process. We work alongside our clients to craft the right plan, whether they choose to engage our full suite of wealth management services or use our asset management offerings as standalone services.

Investment Management

We work with you to develop target allocations that include all your investments, not just those managed by Kovitz.

We use periodic monitoring to maintain your plan.

Retirement Planning

You define your retirement goals. Together, we create a custom plan that helps you reach them.

Estate Planning

We understand the value of your legacy. Our team will analyze your current estate plans and propose enhancements that best suit your financial vision.

Insurance Advisory

Smart financial planning is more than investment strategy. Together, we’ll assess your insurance needs and ensure you’re covered against the unknown. Learn More.

Tax Planning

Working alongside your personal tax professional, our team will help analyze your savings opportunities and provide the clearest picture of how taxes may impact your financial future.

Dedicated Team

As a Fiduciary, our clients come first. Our dedicated team’s diverse and comprehensive financial experience is focused solely on helping you reach your goals.

Proprietary Strategies

Our clients have access to our Proprietary Investment Offerings, value-based strategies spanning various asset classes and product structures.