A Family Office Concept
With over 25 years of experience in Banking, Investments, Estate Planning, Tax Strategies, Insurance, Retirement Income Planning, Healthcare and Generational Wealth. Our focus is risk management, by solving problems before they happen. Our Partners & Team combine open and effective communication with one objective, you and your family. Family Office work is about achieving maximum results, in all areas of wealth management, by identifying & managing all primary risks.
About Holy City Wealth Partners
TJ Walko
Michael Roberts
Michael Roberts
Partner / Advisory
NPN # 16145000
25 years expereince in Banking, Investments, Estate Planning, Tax Strategies, Insurance, Retirement Income Planing, and Generational Wealth. TJ spends his free time with his wife & kids, Carrie, Henry (11) and Lilly (13). He is actively involved in community service, mentorship program
Partner / Advisory
NPN # 16145000
25 years expereince in Banking, Investments, Estate Planning, Tax Strategies, Insurance, Retirement Income Planing, and Generational Wealth. TJ spends his free time with his wife & kids, Carrie, Henry (11) and Lilly (13). He is actively involved in community service, mentorship programs, and his local church. In his free time, Tim enjoys spending time at the beach and playing golf.
Michael Roberts
Michael Roberts
Michael Roberts
Advisory Team Lead / Partner Relations
NPN # 19449723
Team Lead in Client Advisory & Partner relations and Logistics. Michael works directly with clients, and our partners to coordinate quick and effective team communication, for the White Glove Experience. He and his wife, Christi, have been married for over 30 y
Advisory Team Lead / Partner Relations
NPN # 19449723
Team Lead in Client Advisory & Partner relations and Logistics. Michael works directly with clients, and our partners to coordinate quick and effective team communication, for the White Glove Experience. He and his wife, Christi, have been married for over 30 years and enjoy spending time with their three children and their grandson.
Joey Roberts
Michael Roberts
Joey Roberts
Advisory / Partner Relations
NPN # 20629707
Joey is a Advisor at Holy City Wealth Partners, where he helps clients develop personalized strategies for building and preserving wealth. Joey is active in the Client & Partner Experience. Outside of work, Joey has been happily married to his wife for three years, and the
Advisory / Partner Relations
NPN # 20629707
Joey is a Advisor at Holy City Wealth Partners, where he helps clients develop personalized strategies for building and preserving wealth. Joey is active in the Client & Partner Experience. Outside of work, Joey has been happily married to his wife for three years, and they recently welcomed their first son. He enjoys spending time with his family and exploring the outdoors.