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Guiding Life’s Transitions

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

KBK Wealth Management specializes in working with high-net-worth individuals. 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.

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 experienced leaders have been providing first-class service and support for over three decades, and our clients receive an independent and impartial approach to wealth management and their financial success.

What We Offer


We have experienced leaders whose foundation has been providing well-regarded advice for decades.


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

Are you an experienced financial advisor looking for a new opportunity?