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

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Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read Now
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read Now
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read Now
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now