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 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

Katz WM

A team approach

Jason Katz

Jason Katz in the media

office

Professional investment management

portfolio

Goals-based planning

White House

ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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