Wealth Partners
The Koch & Walters Group

"By coupling individualized wealth management strategies with estate planning requirements, we build tailored post-transaction plans that address your specific financial situation."

Awards and Industry Recognition

Forbes

Best-In-State Wealth Advisors
2022 • 2021
Top Next-Gen Wealth Advisors
2021 • 2019 • 2018
About The Koch & Walters Group

Welcome

We work with sophisticated high-net-worth clients, many of whom are going through liquidity events, either personally or professionally. Our process is goals-based, and we listen intently to your future needs. By coupling individualized wealth management strategies with estate planning requirements, we build tailored post-transaction plans that address your specific financial situation.
Our number-one goal is to be a partner in your success. We invite you to reach out to us directly to learn more.

Meet Our Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(212) 272-7580