The Kolker Group
Welcome
The Kolker Group is dedicated to bringing financial advisory services to successful individuals and their multigenerational families. With more than 30 years of experience delivering holistic wealth management to clients, we understand the many demands of being an entrepreneur and business owner. As a highly responsive, full-service team, we handle your comprehensive investment needs so that you can attend to your professional life knowing your personal financial goals are being addressed with the same thoughtful determination.
Our team has synergistic capabilities that work together to help you meet the aspirations that are most important to you. Whether you are looking to fund a child's education, set up a trust or estate plan, prepare for retirement or are seeking income generation, our team has the background and experience to care for your specific objectives.
As a division of J.P. Morgan, we are backed by one of the most respected financial institutions in the world. The firm's breadth of products and services provides us with a wealth of suitable approaches from which to draw. Regardless of your requirements, we can help you find the answer.
- Investment Policy Statements
- Retirement Vehicles
- College Investment Plans
- Custodial Accounts
- Trusts and Estates
- Generational Wealth Transfer
- Philanthropic Giving
- Traditional Private Banking Services
- Mortgages, Lending and Credit
Investment Approach
The Kolker Group has been working closely with successful individuals and their families for over 30 years. Throughout an ever-changing economic landscape and market volatility, our job has remained the same—to identify investment opportunities and develop long-term wealth management and retirement plans that are tailored to very specific and personalized financial goals.
Dedicated to our clients' financial well-being
Many of the clients we serve have built, grown or managed one or more companies. Like them, we have cultivated a successful practice ourselves and understand first-hand the demands of a busy professional life. Our focus is to help relieve the financial stress that often accompanies great achievement so that our clients can fully focus on what they do best, knowing their individualized objectives are being cared for as professionally as their business activities.
Holistic wealth management
Our objective in providing the highest level of personal service is rooted in a deep commitment to care for each individual's best interests. We begin with a thoughtful discovery process to get to know and understand our clients, and to explore and uncover the goals that are most important to them—wealth transfer, charity, lifestyle, retirement.
From these inputs, we conduct an analysis to develop plans and strategies that care for the totality of these needs. Using analytical tools and techniques, we monitor portfolios closely, making adjustments as financial objectives evolve and life-changing events unfold.
Conservatively biased approach
We take a long-term view and strive to maximize performance over time rather than seek short-term returns. Our focus is on wealth preservation in a fee-efficient manner. Emphasis is placed on fixed income portfolio strategies that we manage in-house. Equity strategies are also an important consideration in asset management and planning.
Full-service support
We have shaped The Kolker Group around a strong team of professionals with differing yet complementary backgrounds—from fixed income, equity and managed account capabilities to wealth guidance, tech support and customer service. Working together, we serve as your trusted advisors to help protect, preserve and grow your capital, and secure your legacy for future generations. We work seamlessly alongside outside advisors to help ensure that the entirety of every financial scenario is considered.
Networking. Connecting. Educating.
Throughout our professional lives, we have dedicated ourselves to educating clients and the next generation about every aspect of their financial pictures. Our team has found that the most rewarding part of being a trusted advisor is the ability to provide a layer of networking and know-how in a way that deepens relationships and enriches lives.
Backed by an industry leader
At J.P. Morgan, we are backed by one of the largest and most respected companies in the world. Our 200-year history of serving individuals and institutions alike allows us to deliver the highest caliber of boutique-level attention, which we couple with direct access to the professional resources and investment platforms of the firm, a global leader in asset and wealth management.
We are proud to simplify the roadmap toward investment planning, and aspire to be a partner in your success.
Meet Our Team
Insights

What to consider when you’re considering alternative investments
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March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read Now
What to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now
On the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
March 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read Now
What to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
Navigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read Now
Wealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read Now
Insulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read Now
Alternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read Now