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Wealth Management Firm Serving the New York City’s Established Residents for Over 30 Years

We specialize in working with high-net-worth individuals.

At KBK Wealth Management, we take an impartial approach to your specific needs—whether it be investment planning, trustee or estate services, tax planning, or family planning. Our clients are individuals in the New York City area and beyond with an investable income of at least $100,000; this includes retirees, trustees, divorcees, millennials, and more.

WHY KBK

We endeavor to be the wealth management firm known for its client service.

Our goal is to go above and beyond to help our clients achieve their financial objectives.  Our clients receive an independent and impartial approach to wealth management and their financial success.

Family flying a kite in a field
 

 

​MEET THE KBK TEAM​

expertise
 

Knowledge

We have experienced leaders whose foundation has been providing comprehensive advice for decades.

objectivity
 

Objectivity

Our clients receive an independent and impartial approach to wealth management, with objective recommendations being made.