"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
Wealth Planning
Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges
March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read NowWealth Planning
8 insights from long-lasting global business families
March 22, 2024The hard work doesn’t end once family wealth is established. These eight insights look at how the next generations can become successful stewards of family wealth.Read NowOutlook
The race to rate cuts is on: What it means for you
March 22, 2024Central banks have given the go ahead on rate cuts. Is your portfolio ready?Read NowOutlook
March 2024 Fed meeting: Rates hold steady
March 21, 2024The Federal Reserve held rates steady and described an uncertain path toward rate cuts in 2024. Read more about the implications of the Fed’s latest decision.Read NowEconomy
Bonds may play a renewed role in portfolios – are you ready?
March 21, 2024Inflation is moving steadily lower, paving the way for the return of favorable negative stock-bond correlation.Read NowInvesting
How to enhance the yield on your excess cash
March 21, 2024Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowWealth Planning
Wealth planning is a women’s issue
March 20, 2024While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowBanking
Building a better banking relationship: Q&A with Angelena Mascilli
March 18, 2024You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read NowWealth Planning
The art of making your estate plan matter: Using your superpower as a “wise giver”
March 18, 2024Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowWealth Planning
Transgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges
March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read NowWealth Planning
8 insights from long-lasting global business families
March 22, 2024The hard work doesn’t end once family wealth is established. These eight insights look at how the next generations can become successful stewards of family wealth.Read NowOutlook
The race to rate cuts is on: What it means for you
March 22, 2024Central banks have given the go ahead on rate cuts. Is your portfolio ready?Read NowOutlook
March 2024 Fed meeting: Rates hold steady
March 21, 2024The Federal Reserve held rates steady and described an uncertain path toward rate cuts in 2024. Read more about the implications of the Fed’s latest decision.Read NowEconomy
Bonds may play a renewed role in portfolios – are you ready?
March 21, 2024Inflation is moving steadily lower, paving the way for the return of favorable negative stock-bond correlation.Read NowInvesting
How to enhance the yield on your excess cash
March 21, 2024Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowWealth Planning
Wealth planning is a women’s issue
March 20, 2024While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowBanking
Building a better banking relationship: Q&A with Angelena Mascilli
March 18, 2024You can deepen your relationship with your bank and streamline your wealth management when you opt to bank, invest and plan under the one financial firm.Read NowWealth Planning
The art of making your estate plan matter: Using your superpower as a “wise giver”
March 18, 2024Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowPersonalized 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.