Michael Coletta

Financial Advisor at Kovalcik & Geraghty Wealth Partners - Upper Arlington, OH, US

Michael Coletta's Contact Details
HQ
N/A
Location
Bluffton,South Carolina,United States
Company
Kovalcik & Geraghty Wealth Partners
Michael Coletta's Company Details
Kovalcik & Geraghty Wealth Partners logo, Kovalcik & Geraghty Wealth Partners contact details

Kovalcik & Geraghty Wealth Partners

Upper Arlington, OH, US • 5 - 9 Employees
Financial Services

Kovalcik & Geraghty Wealth Partners is a fee-only Registered Investment Adviser with offices in Upper Arlington, Ohio and Palmetto Bluff, South Carolina. We provide comprehensive goals-based financial planning and investment management advice to successful executives and high-net-worth families nationwide. We focus on helping our clients accrue and protect wealth while assisting them in their effort to pass their values and legacy on to future generations. We are a member of The National Association of Personal Financial Advisors (NAPFA), which is an organization exclusively for fee-only financial planners. NAPFA believes, as we do, that objective planning can only be accomplished when an adviser is compensated for providing advice, not selling commission based products.

Financial Planning Financial Services Investment Strategic investment management
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Michael Coletta currently works for Kovalcik & Geraghty Wealth Partners.
Michael Coletta's role at Kovalcik & Geraghty Wealth Partners is Financial Advisor.
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Michael Coletta works in the Financial Services industry.
Michael Coletta's colleagues at Kovalcik & Geraghty Wealth Partners are Steve Geraghty, Matthew Kovalcik, Rachel Stout and others.
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