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

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read 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