Boutique investment advice.

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.

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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.
- Jason Maxwell Katz

Why work with us?

We’re a boutique practice backed by the full resources of one of the world’s largest wealth management firms
Our team of 21 investment professionals includes seven Certified Financial Planner™ professionals, five Certified Investment Management Analysts®, two Chartered Financial Analysts®, two Certified Exit Planning Advisors, one Certified Private Wealth Advisor®, a Chartered Retirement Plans Specialist
Through our solution set and comprehensive planning process we can address both the asset and liability of your personal balance sheet
Located in the UBS New York City headquarters, we have access to the firm’s thought leaders and decision makers
We can provide the confidence that comes from a team who truly cares about you and each generation of your family

A team approach

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.

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

Simplify your life
Provide customized client service
Bring together the best resources
Safeguard multigenerational wealth

Jason Katz in the media

Just as his clients count on him for financial advice, Jason is a frequently featured in the media discussing a variety of subjects addressing personal wealth management, financial market commentary, and portfolio strategies. He’s been a featured guest speaker on CNBC, Bloomberg TV, Fox Business Network and Yahoo! Finance. Jason 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.

Professional investment management

We’re at the center of the investment process. As discretionary portfolio managers, we tailor your asset allocation and risk management to your unique situation. That’s how we help make sure you are prepared for opportunities and protected in times of market turbulence.

Our direct access to global resources offers timely perspectives, customized investment planning and a fully integrated suite of financial solutions, including:

Customized portfolio management
Risk management
Objective investment decisions
UBS insights and analysis
Corporate 401k services

Goals-based planning

We demystify financial planning. We listen carefully and help make sure you are asking the right questions. Are you spending too much? Are you saving enough for retirement? For college expenses? We’ll work with you to help figure out which dials need to be turned to achieve your goals. It’s that simple.

Our solutions can be unique as the families and business owners we work with. You articulate your goals and we’ll help you figure out the steps for achieving them.

Our process begins with a series of meaningful conversations. We’ll work together to help you and your family define what success looks like, at all stages of life.

A fully coordinated plan incorporates trust and estate planning strategies, retirement modeling, cash flow and spending analysis, education planning and asset protection.

KWM Webinar Series

Texas flood relief

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.}

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A leader in wealth management

Backed by the strength of our parent company, UBS AG

^$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