$6.9 trn
UBS Group invested assets
As of 10/29/2025
Global wealth management.
Successful individuals and families require solutions that are clear, actionable, and thoughtfully designed. Katz Wealth Management has extensive experience helping clients navigate the evolving complexities of financial planning and investment management across all market environments.
Jason Katz is the founding senior team member of Katz Wealth Management. Our team draws on a collaborative approach and global resources that give us the perspective to deliver comprehensive advice and customized financial strategies. We coordinate and manage all facets of our clients’ financial lives, providing the confidence that comes from working with a team that genuinely cares about you and each generation of your family.
Entrepreneurs, executives, retirees, entertainers, athletes, musicians, and affluent families trust us for our broad insights, global perspective, and unwavering commitment to long-term success.
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:
Successful people and their families need solutions that are concise and actionable. Katz Wealth Management is experienced with helping our clients navigate the ever-changing complexities of financial planning and investment management through every type of market environment.
Jason and other members of KWM are frequently featured in the media, providing commentary on personal wealth management, financial markets, and portfolio strategy.
Jason joined Frank Holland and CNBC on January 23, 2026 to discuss major market themes, volatility concerns, and pressures from rising bond yields in Japan.
Jason joined Stuart Varney on Varney & Co and Fox Business to discuss the broadening of the market and market pressures ahead of the job and inflation reports.
Jason joined a variety of media platforms throughout 2025 to share his perspective on the markets. This clip highlights some of his top moments from this past year.
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. Beyond our specialties and experience, you have the strength of a dedicated and accessible team eager to solve your most pressing challenges.
Katz Wealth Management has developed an area within our team that specifically focuses on making our female clients a top priority. Led by Jordan Ricciardi, we work with women one-on-one to ensure they feel educated and confident as they navigate their personal finances. We also host numerous events during the year to create environments for other like-minded women to connect.
Katz Wealth Management is part of a select group of UBS Financial Advisors and Athletes & Entertainers Consultants (AECS) dedicated to serving the sports and entertainment community. We leverage UBS’s global resources to help clients manage, grow, and preserve wealth throughout every stage of their career and beyond.
In the demanding entertainment and media industry, your dedication is key—but so are challenges like income volatility and complex financial decisions. We leverage UBS global resources to help clients manage, grow, and preserve wealth at every stage of their career and beyond.
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
What you need to know now
Our bi-weekly newsletter gives you insights into what’s top of mind for investors:
Insights from UBS family office clients around the globe. Thanks to our unique client base, it provides the world’s largest and most comprehensive study of single family offices.
When advising financially successful families, we often get asked, “How can we ensure our family is successful?” The particulars of desired success can be refined differently from family to family, but what our clients are really asking is how they can sustain and grow their resources over time— for generations to come.
Quality of life in retirement can be largely determined by how well individuals plan and save during their working years. There are a number of ways for business owners and professionals as well as their employees to save for the future—with many retirement plan alternatives from which to choose.
With the "great wealth transfer" underway, the opportunity for women is enormous. But what are the risks? And how can women better navigate the opportunities and challenges ahead?
Learn about women inheritors’ experiences with the wealth transfer process and their advice for those who expect to inherit.
