Your future. Your legacy.

Aligning your family's vision with a strategic plan.

As a Managing Director and Senior Portfolio Manager within UBS Private Wealth Management, Ira Walker has the knowledge, experience and access to fully capitalize on the extensive resources and global reach of UBS. Ira and his team advise ultra-high net worth clients as a boutique multi-family office environment from the group's UBS Headquarters in New York, NY and Red Bank, NJ.

Founder and head of Walker Wealth Management, Ira focuses on institutional markets and oversees the group’s comprehensive services for ultra-high net worth clients for the team. Beyond sophisticated investment strategies, Walker Wealth Management offers a family office environment that can assume the day-to-day management and administration of your family’s affairs. The group’s mission is to provide first class service by taking the time to gain a deep understanding of you and your family. We work closely with you to develop a customized strategy that connects all aspects of your financial life. 

Contact Walker Wealth Management at (732) 936-3220

 

We take the time to gain a deep understanding of you and your family. We work closely with you to develop a customized strategy that connects all aspects of your financial life.

- Ira Walker

“Our entire practice is dedicated to helping you preserve and grow your wealth, establish your legacy and share your values for generations to come.” - Ira Walker

Ira Walker has been recognized as an industry leader

  • Best-In-State Wealth Advisor in New Jersey Forbes Best-In-State Wealth Advisors, 2022, 2021, 2020
    The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. The advisor paid a fee to display the rating logo in connection with the award
  • America's Top Wealth Advisors Forbes America’s Top Wealth Advisors, 2022, 2021, 2020, 2019
    The Forbes rating is awarded annually in August or September and is based on information from March of the prior year to March of the award year. The advisor paid a fee to display the rating logo in connection with the award

The ratings are based on quantitative factors and are not necessarily related to the quality of the investment advice. 
 For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Integrated services - Focusing on what matters most to you

Our entire team is dedicated to helping you and your family address the specific and uncommon opportunities that come with exceptional personal and business success. By understanding all aspects of your family's financial world, we help you develop concrete recommendations and implement customized solutions.

Integrated services - Focusing on what matters most to you

Strategic wealth management

Strategic wealth management

Investment planning

Investment planning

Tax and financial planning

Tax and financial planning

  • Identify resources and objectives

  • Develop intergenerational wealth transfer plans

  • Facilitate information flow

  • Risk tolerance assessment and identification of wealth management solutions

  • Implement and monitor tactical and strategic investment management

  • Provide comprehensive performance reporting

  • Develop tax-efficient strategies and coordinate consultative services

  • Review personalized financial plans with client

Family legacy and leadership

Family legacy and leadership

Philanthropic giving

Philanthropic giving

Trust and estate services

Trust and estate services

  • Support strategic long-term family vision

  • Actively guide, promote and support family governance and committee business

  • Support family philanthropic mission

  • Develop personal gifting programs

  • Administer family foundations

  • Provide estate planning evaluation and coordinate consultative services

  • Develop family wealth plans

  • Support trustees in fiduciary duties

A Family Office Structure

Beyond our highly customized and integrated wealth management, we offer a family office environment that can assist you with the day-to-day management and administration of your family's affairs.

We take the time to gain  a deep understanding of you and your family. We work closely with you to develop a customized strategy that connects all aspects of your financial life.

First Class Service

Flexible Structure

Investment Management

Personal Attention

Trends and perspectives

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

Global leader

UBS is a world-leading wealth manager

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022