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.

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 16 investment professionals includes six Certified Financial Planner™ professionals, four Certified Investment Management Analysts®, two Chartered Financial Analysts®, two Certified Exit Planning Advisors, one Certified Private Wealth Advisor® and 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

Katz WM

A team approach

Jason Katz

Jason Katz in the media


Professional investment management


Goals-based planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager