About Us

The Kossak Companies are a boutique financial service firm for those individuals who have accumulated a net worth of
1.5 million or have an income greater
than $150,000.

We specialize in wealth management, preservation, accumulation and asset protection. We are supported by many Fortune 500 financial service firms. Our specialists have a combined 50 years of experience. We service over 2000 clients nationwide. We have preserved just under $1,000,000,000 of wealth for the benefit of our clients' families and
future generations.

We are independent thinkers. Our alliance is only to our clients and friends. We focus on planning and implementation of our ideas and products. We provide only consumer-friendly products as opposed to agent-representative-friendly products. We have specialists in each area of financial discipline, all under one roof.