Insights

Niche Focus Kovacs Wealth Management specializes in personalized wealth management and asset protection strategies targeting high-net-worth clients, presenting an opportunity to develop tailored financial products and premium advisory services.

Tech-Driven Approach The company's use of advanced financial modeling and digital tools such as Cloudflare and Datadog signals an openness to integrating innovative technology solutions, making it a suitable partner for fintech collaborations or tech-enhanced service offerings.

Limited Scale With a small team of 0-1 employees, Kovacs indicates potential for growth or partnership, offering opportunities for outsourcing, white-label services, or onboardings to expand their capabilities without large internal investments.

Service Portfolio Offering a comprehensive range of financial products from insurance to retirement accounts, Kovacs presents multiple cross-selling opportunities, especially for firms with complementary financial services or product bundles.

Market Positioning Operating in a competitive landscape with industry giants, Kovacs’s focus on macroeconomic testing and personalized strategies can be leveraged to position premium, differentiated advisory services that appeal to affluent clients seeking tailored financial plans.

Kovacs Wealth Management Tech Stack

Kovacs Wealth Management uses 8 technology products and services including Calendly, Cloudflare CDN, Cloudflare, and more. Explore Kovacs Wealth Management's tech stack below.

Calendly

Appointment Scheduling

Cloudflare CDN

Content Delivery Network

Cloudflare

Content Management System

Open Graph

Content Management System

JSON-LD

Javascript Frameworks

Datadog

Real User Monitoring

Cloudflare Bot Management

Security

Google Analytics

Web Analytics

Kovacs Wealth Management Email Formats	Example	Percentage
FLast@kovacsfinancialgroup.com	JDoe@kovacsfinancialgroup.com	100%

Kovacs Wealth Management Email Formats

Example

Percentage

FLast@kovacsfinancialgroup.com

JDoe@kovacsfinancialgroup.com

100%

Frequently Asked Questions

Where is Kovacs Wealth Management's headquarters located?

Kovacs Wealth Management's main headquarters is located at 101 Manchester Avenue, Suite 1 Forked River, New Jersey 08731, US. The company has employees across 1 continents, including North America.

What is Kovacs Wealth Management's phone number?

You can contact Kovacs Wealth Management's main corporate office by phone at

+1-732-306-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Kovacs Wealth Management's official website and social media links?

Kovacs Wealth Management's official website is kovacswealth.com and has social profiles on LinkedIn.

What is Kovacs Wealth Management's NAICS code?

Kovacs Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Kovacs Wealth Management have currently?

As of November 2025, Kovacs Wealth Management has approximately 1 employees across 1 continents, including North America. Key team members include Investment Advisor Representative: J. T. K.. Explore Kovacs Wealth Management's employee directory with LeadIQ.

What industry does Kovacs Wealth Management belong to?

Kovacs Wealth Management operates in the Investment Management industry.

What technology does Kovacs Wealth Management use?

Kovacs Wealth Management's tech stack includes CalendlyCloudflare CDNCloudflareOpen GraphJSON-LDDatadogCloudflare Bot ManagementGoogle Analytics.

What is Kovacs Wealth Management's email format?

Kovacs Wealth Management's email format typically follows the pattern of FLast@kovacsfinancialgroup.com. Find more Kovacs Wealth Management email formats with LeadIQ.

When was Kovacs Wealth Management founded?

Kovacs Wealth Management was founded in 2017.

Kovacs Wealth Management

Q: How many employees does Kovacs Wealth Management have currently?

Kovacs Wealth Management has approximately 1 employees.

Q: What technology does Kovacs Wealth Management use?

Kovacs Wealth Management's tech stack includes Cloudflare Bot Management, HSTS, FMG Suite, JSON-LD, Cloudflare.

Investment ManagementUnited States0-1 Employees

Kovacs Wealth Management is a company that focuses on helping our clients with asset protection, income protection and wealth management strategies. Our goal is to help our clients reach their maximum financial potential which may allow them to reach the goals and live out their dreams.  Our philosophies, concepts and strategies help us to engineer successful wealth building strategies while simultaneously providing our clients with maximum levels of financial security. 

What makes us different is we use a personal macro-economic financial model to test, measure and verify financial decisions, one by one, so that we can eliminate potential financial pitfalls and errors and implement only those decisions that after tested time and again, will be successful.

The following financial products are offered through our advisors:

* Disability Insurance
* Health Insurance
* Life Insurance
* Savings Account
* Money Market Account
* Fixed Annuity
* Indexed Annuity 
* Variable Annuity
* Tax Deferred Savings Account
* Traditional IRA
* Tax Free Savings Account
* Roth IRA
* 401(k) Plan
* 403(b) Plan
* IRA Rollover Plan
* Brokerage Account
* Mutual Funds

Visit our company today online at www.kovacswealth.com

Our advisors work by appointment only.  

We can be reached via phone at 732-606-5526

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