
"Our experience throughout the decades has enabled us to refine a process down to where we are able to recognize trends and nimbly act on them."
The Kockos Boggs Group
The Kockos Boggs Group
"Our experience throughout the decades has enabled us to refine a process down to where we are able to recognize trends and nimbly act on them."
About The Kockos Boggs Group
Welcome
The Kockos Boggs Group has 48 years of combined, in-depth financial advising experience on both the right side and left side of our clients' personal balance sheets. We also have direct access to the some of the most superb minds in the investment and lending business worldwide. Our experience throughout the decades has enabled us to refine a process down to where we are able to recognize trends and nimbly act on them. This has helped us develop a loyal list of clients who value us as their principal family advisors.
Our team
We have designed our investment practice to be disciplined and accountable. We have four simple principles that can be the cornerstone of any family's financial future.
- A written investment strategy proposal
- A quarterly review
- Access to investment and lending resources worldwide
- Individual attention and accountability to each client's personalized plan Our strengths lie in our capability to navigate turbulent markets while still staying on plan in regard to risk aversion, and being cost-conscious for our clients. Scott and Chris both have their areas of expertise, and know when to reach out for more expertise from outside their team if the situation calls for it.
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

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April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read Now
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April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
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April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now
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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.