Our Story

Invest Wisely, Live Richly

At Kojak Capital, we strive to provide the sophisticated financial solutions found at the industry's largest institutions, but with the outstanding service you’d expect from an independent boutique firm. We’re committed to your mission. Wherever you are in your life or the life of your business, we’ll work together to understand your goals; matching the appropriate wealth solutions to help you achieve your mission.

Client Centered

Kojak Capital Helps Keep Your Finances in Check

You can rely on us because we are the ones who walk with you on your journey, making sure all the right pieces of your financial puzzle are in place. Working together with us helps to simplify the complexities of your financial life because we focus on managing your wealth in a systematic way for the long term. We pride ourselves on building comprehensive plans and solutions for your unique situation.

We believe having a strong financial partner in an uncertain economy is paramount to your success. Kojak Capital's perseverance, commitment, and specially designed approach have been helping clients for more than 17 years.

Greg Kojak at Kojak Capital has managed my finances for over two decades. His guidance and knowledge are exemplary! Together we’ve navigated the decisions on how to best invest in my future. Now that I’m at retirement age I feel totally confident that I can live comfortably in my retirement years. Greg helped me make the best decisions to balance my portfolio of investments and encouraged me to save enough each year so that I could take care of myself in retirement. We are all on the path to aging and with Greg’s professional and personal guidance, I can live into my senior years with a calm sense of security.


--Donna R.



The statement was provided 2/15/2024 by Donna R. who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Open Yourself Up to the Possibilities

The Kojak Capital team has the skills and experience to guide you through the ins and outs of sound, goals-based planning to help build your wealth.

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