Global Reach. Local Expertise.
Independent Advice. Institutional Resources.
Welcome to The Katz Wealth Management Group
For more than forty years, The Katz Wealth Management Group has served as a trusted advisor to successful families, entrepreneurs, and corporate executives navigating increasingly complex financial lives. As a multi-generational advisory team, we believe wealth management extends far beyond investment portfolios. It is about creating clarity, preserving opportunity, and building confidence for both today and the generations that follow.
Through our affiliation with Wells Fargo Advisors Financial Network, our clients benefit from a rare combination: the personal attention of an independent advisory practice alongside the research, capabilities, and institutional strength of one of the nation’s premier financial platforms. This structure allows us to remain focused on what matters most—providing objective advice and acting in our clients’ best interests at every stage of their financial journey.
Our approach begins with understanding the people we serve. Every client has a unique set of priorities, responsibilities, and aspirations. Our role is to bring structure and thoughtful strategy to those complexities—aligning investment management, financial planning, and long-term decision making with the life you are building.
We value relationships built on trust, transparency, and thoughtful dialogue. Our goal is not simply to manage assets, but to serve as a long-term partner helping clients make confident financial decisions through every stage of life
The core services, solutions, and areas of advice we provide include:
Advice and Planning
Advice and Planning
Our Advice and Planning platform combines institutional‑grade research with broad, unbiased product access to support every dimension of a client’s financial life. Effective wealth management goes far beyond selecting investments. It integrates comprehensive wealth planning, sophisticated tax strategies, estate and legacy design, risk management, and the coordination of the complex financial relationships that define modern wealth.
Investment Solutions
Investment Solutions
We provide a comprehensive suite of Investment Solutions designed to meet the full range of our clients’ needs. Our platform brings together institutional‑quality investment access, deep research expertise, and decades of experience to help build and preserve wealth across all market environments. Clients benefit from sophisticated strategies traditionally available only to the largest investors, delivered with the personalized guidance and attention required to navigate today’s increasingly complex financial landscape.
Banking, Lending & Trust
Banking, Lending & Trust
Whether you’re seeking liquidity, managing cash flow, or bringing a major project to life, our lending and banking solutions provide the flexibility and tools to move forward with confidence. Backed by the strength of Wells Fargo Bank, N.A. and guided by our independent wealth management expertise, you receive a customized strategy designed around your goals and the way you manage your financial life.
The Katz Wealth Management Group is not an FDIC-insured depository institution; FDIC deposit insurance only protects against the failure of an insured depository institution. Banking products and services provided by Wells Fargo Bank, N.A. Member FDIC.