$6.9 trn
UBS Group invested assets
As of 10/29/2025
Global wealth management.
Successful people and their families need sophisticated solutions in a concise and actionable format. Katz Wealth Management is deeply experienced at helping our clients navigate the ever-changing complexities of financial planning and investment management through every type of market environment. Led by Jason Katz, our team-based approach and global resources give us the perspective to deliver comprehensive advice and customized financial strategies.
Whether building a business, protecting your lifestyle in retirement or planning your legacy, we are a team of dedicated professionals who share your vision, earn your trust and work diligently to help you achieve your goals.
We’re a boutique practice backed by the full resources of one of the world’s largest wealth management firms. Through our solution set and comprehensive planning process we can address both the asset and liability of your personal balance sheet. We can provide the confidence that comes from a team who truly cares about you and each generation of your family.
Each generation of your family can rely on our high-touch service. We’re committed to simplifying your financial life with a broad professional network and a consistent approach to managing your wealth. We aim to:
Jason is a frequently featured in the media discussing a variety of subjects addressing personal wealth management, financial market commentary, and portfolio strategies.
Jason's been a featured guest speaker on CNBC, Bloomberg TV, Fox Business Network and Yahoo! Finance. He's has also been quoted in a number of national and international publications including The New York Times, The Wall Street Journal, Forbes, MarketWatch, ThinkAdvisor, and more, solidifying him as a Thought Leader in the financial space.
Scroll to watch the latest.
Jordan Ricciardi joined Asset TV at the NYSE to share UBS' view on AI, our updated price target for next year, and sectors to watch.
UBS managing director and senior portfolio manager Jason Katz explains why he believes the market is in a state of 'justified slow melt-up' on 'Varney & Co.'
Jason Katz, UBS managing director and private wealth adviser, says the markets have absorbed a lot of the recent Federal Reserve news during an interview on "Bloomberg Markets: The Close.
KWM Market Minute is a podcast series featuring UBS Managing Director and Private Wealth Advisor Jason Katz and his investment team, Katz Wealth Management. KWM Market Minute will offer timely market perspectives along with guidance on money management, investing, and planning.
Each member of our team has a specific role and responsibility. But beyond our specialties and experience, you have the strength of a dedicated and accessible team eager to solve your most pressing challenges.
$6.9 trn
UBS Group invested assets
As of 10/29/2025
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Year-end charitable giving
As we approach the end of the year, you may be thinking about the charitable contributions you’d like to make. Learn how a donor-advised fund (DAF), can support your favorite charities in a flexible, tax-efficient and cost-effective manner.
For personalized service and more information on how a DAF can fit into your charitable giving plans, contact our team today.
