Holy City Wealth Partners

Holy City Wealth PartnersHoly City Wealth PartnersHoly City Wealth Partners

A Family Office Concept

START THE CONVERSATION

Holy City Wealth Partners

Holy City Wealth PartnersHoly City Wealth PartnersHoly City Wealth Partners

A Family Office Concept

START THE CONVERSATION
Historic street with palm trees and clock tower at sunset.

Why do so many high-net-worth individuals, families, and business owners quietly complain about paying too much in taxes? Often, the answer is simple: their current financial team does not specialize in advanced tax planning or strategy. They have no new answers—just more of the same. This is where we come in, and where we shine. Because we’ve heard the same story over and over, we know where to look for what may be missing—and why.

TAX STRATEGY DONE DIFFERENT

At Holy City Wealth Partners, we take a high-level, family office approach to advisory and wealth management. That means looking at everything together—your business, investments, tax exposure and filings, estate, and insurance.

After an initial discovery meeting, we determine whether there is a potential fit. With your authorization and a signed letter of engagement outlining the scope and terms, we then develop a strategy and solutions proposal, with no obligation to implement our recommendations.

We gather the facts and collaborate with our specialist partners and your independent legal and tax advisors to carefully evaluate opportunities and design a strategy suited to your circumstances and goals. We believe in direct, honest communication, because one of the biggest risks to your wealth may be the one nobody has told you about.

If you’re a business owner or professional building real wealth, our job is to help you keep it, grow it, and pass it on the way you intend.

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Who Is Holy City Wealth Partners

Carrie Walko

Tim Walko (TJ)

Tim Walko (TJ)

Principal / CEO



Tim Walko (TJ)

Tim Walko (TJ)

Tim Walko (TJ)

Advisory / Partner Relations



Rob Muller

Rob Muller

Rob Muller

Advisory / Strategy



Matt Wyns

Rob Muller

Rob Muller

Advisory / Solutions


Contact Us

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