$6 trn
UBS Group invested assets
As of 12/31/2024
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.
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.'
UBS managing director and senior portfolio manager Jason Katz weighs in on artificial intelligence in the U.S. markets and cryptocurrencies' performance in the stock market.
'The Claman Countdown' panelists Laura Martin and Jason Katz discuss the jobs report and greater state of the U.S. economy.
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 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
