Gary Korolev, CFA
Tax & Retirement Planning | High Net Worth Individuals & Business Owners
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Serving Clients Nationwide
Tax & Retirement Planning | High Net Worth Individuals & Business Owners
Areas of Focus
- Cryptocurrency
- Estate Planning
- High Net Worth
- Insurance
- International and Cross-border Planning
- Investment Management
- Retirement Income Planning
- Tax-Efficient Planning
About Gary Korolev, CFA
Hi, I'm Gary Korolev. I'm Principal and Wealth Manager at Sovereign Wealth Management.I have used my 22 years of experience as a Wealth Manager with firms such as Morgan Stanley, Merrill Lynch and Charles Schwab to build a comprehensive Wealth Advisory practice centered around meeting clients' Investment Management, Risk Management, Estate Planning and Retirement Planning needs.
My practice focuses on High Net Worth individuals, families and business owners with financial needs far beyond investment management. My clients are provided with a truly comprehensive Wealth Strategy that benefits from combining my extensive expertise in portfolio management, financial planning and insurance with that of CPAs and Estate Planning Attorneys.
We take such a comprehensive and involved approach in serving our clients' wealth growth, preservation and transfer needs effectively and tax efficiently that they come to see us as their primary source of financial expertise. We work closely with our clients' attorneys and accountants to address their financial, tax, estate and philanthropic needs.
I have a Bachelor's Degree in Finance from the University of Florida, am a Chartered Financial Analyst, and hold the General Securities (Series 7), Securities Licensing (Series 66), as well as the Life, Health and Variable Annuity licenses. I believe my multicultural background, having been born in the Soviet Union and immigrating to the United States with my family as a political refugee, helps provide me with a valuable perspective when it comes to investing in different financial, geographic and political environments.
I reside in Northern Virginia with my wife, son and daughter. When not working, I enjoy spending time with my family and friends as well as reading and travel.
Professional Designations
- Chartered Financial Analyst (CFA)
Primary Location
2740 Chain Bridge Rd, Vienna, VA 22181
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch and schedule an introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Sovereign Wealth Management
Sovereign Wealth Management is a provider of comprehensive financial planning and investment management services, headquartered in the DC metro area. Our company has roots dating all the way back to the 1980s when one of the first Certified Financial Planner Practitioners in the area opened her doors for business.We founded Sovereign with the goal of taking the best of what our founder and CEO Gary Korolev learned while working for some of America's biggest and most respected financial firms, while eliminating the bureaucracy present at large companies with thousands of employees.
Who We Serve
Whether they are High Net Worth Individuals, Families, or Business Owners, our clients feel truly valued, as well as confident that their financial future is secure as can be. We also work with Americans living abroad and international families, supporting their investment strategy, tax planning, and cross-border financial planning needs.
Our Services
We take a comprehensive approach to wealth management, specializing in all areas needed to meet the financial needs of a High Net Worth individual, their family, and their business. While many clients use Sovereign primarily for our investment management expertise, others prefer to start with a financial plan, which includes retirement planning, business succession planning, education planning, and insurance planning.
Once a plan is in place, we execute the strategy and manage the family's investments on an ongoing basis while updating the plan continuously to stay in tune with the family's goals and needs. We also offer digital asset (crypto) portfolio management for clients interested in that asset class.
Why Work With Us
The result of our approach is a client experience of professionalism, respect, and responsiveness with a personal touch, free from the red tape that can come with larger institutions. We work closely with our clients' attorneys and accountants to address their financial, tax, estate and philanthropic needs.
Sovereign Wealth Management, LLC is a registered investment adviser located in Vienna, VA.
Education
University of Florida, Bachelor's Degree, Finance
Hobbies and Interests
- Family
- Reading
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Americans Living Abroad
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Expats
- Families
- Gen X
- High Net Worth
- Intergenerational Families
- Living in Retirement
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