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about kovar capital
Kovar Capital is a boutique wealth management firm nestled in the heart of beautiful downtown Lufkin, Texas. As fee-based, fiduciary professionals we most often serve in the role of financial life managers for successful business owners, healthcare specialists, c-suite executives, and other public figures such as politicians and professional athletes. In this capacity our team monitors, manages, and implements strategic plans for our client’s vast array of assets, regardless of their type or location. With a strong focus on providing truly holistic advice, our team is committed to serving your family and business with an exclusive wealth management experience.Read More
Each of our distinct focus areas are designed to meet the diverse needs of the people we serve. Our ultimate goal is to deliver specialized support to each member of our many client groups, so that they have the knowledge and freedom they need to live a great life.
A person’s well-being depends on more than just physical health. Commitments to family, patients, and practice can leave little time to focus on long-term financial security.
As a professional athlete, your time, energy, and focus revolves around the court or field. At Kovar Capital, we've developed a system that manages everything else for you.
As an entrepreneur, your business requires an inordinate amount of your time and energy. At KovarCapital we help business owners achieve and maintain financial independence and balance in their lifes.
As a successful attorney, your time is one of your most valuable assets. Every day, you balance your professional obligations to your clients with your commitments to your family, friends and personal interests.
We understand that a woman’s wealth management needs are as unique as she is. In response to that, we created KC WOMEN, our innovative solution to helping women like you build and grow their wealth.
“A good man leaves an inheritance to his children’s children…” Proverbs 13:22
our different services
Comprehensive Wealth Management
With experts in timber, oil/gas wells, and real estate, you’ll never be scared to turn on CNBC again!
Tax Minimization Strategies
As taxes rise, the value of your future income may be decreasing so start planning today.
With great wealth comes great responsibility & our team can help you maximize every dollar.
IRA & 401(k) Rollovers
Need help picking the best options? Ready to roll your account into an IRA? We can help with that!
Use your IRA to invest in real estate, start a business, or just about anything else.
From ensuring a smooth wealth transfer to leaving your mark on this world, our team can help.
Long-Term Care Planning
As the average lifespan increases, many retirees will need long-term care in their lifetimes.
Retirement Income Strategies
We design retirement income strategies to last throughout your lifetime.