$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.
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 joined Stuart Varney on Varney & Co Fox Business to discuss big tech’s future, the broadening out of the market, and the rate cutting environment.
Ryan Rosegarten joined Asset TV at the NYSE to discuss the shifting market environment, risk management, interest-rate expectations, liquidity planning, and how investors can position portfolios more effectively amid uncertainty.
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'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.
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.
You. Connected.
There are two sides to every dream. When it comes to caring for the family you love, the business you’ve built and the legacy you create, we believe connection is the key to transforming ideas into actions.
$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
