Gary Korolev, CFA
Tax & Retirement Planning | High Net Worth Individuals & Business Owners
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
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
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2026 Wealthtender, Inc.
