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
Investing
The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Investing
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Investing
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Wealth Planning
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Investing
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read NowWealth 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 NowTaxes
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 NowInvesting
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 NowInvesting
The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowInvesting
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowInvesting
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowWealth Planning
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read NowInvesting
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.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