Katz Wealth Management Group
  • Home
  • About Us
    • Meet Our Team
    • Why Invest With Us
    • Our Mission
    • Our Commitment to You
    • Wells Fargo Advisors
  • Contact Us
    • Location
    • Request Information
  • Working With Us
    • Advisory Services
    • Business Services
    • College Savings Plans
    • Investment Products
    • Estate Planning Strategies
    • Individual Retirement Accounts
    • Insurance
    • 401(k) Distribution Options
    • Planning for Retirement
  • Resources
    • Videos
    • Newsletters
    • Articles
    • Calculators
    • Tax Library
    • Glossary
  • Client Login
  • 3414 Peachtree Road NE
    Suite 1100
    Atlanta, GA 30326
  • 404.869.4762
    Send a Message
  • Home
  • About Us
    • Meet Our Team
    • Why Invest With Us
    • Our Mission
    • Our Commitment to You
    • Wells Fargo Advisors
  • Contact Us
    • Location
    • Request Information
  • Working With Us
    • Advisory Services
    • Business Services
    • College Savings Plans
    • Investment Products
    • Estate Planning Strategies
    • Individual Retirement Accounts
    • Insurance
    • 401(k) Distribution Options
    • Planning for Retirement
  • Resources
    • Videos
    • Newsletters
    • Articles
    • Calculators
    • Tax Library
    • Glossary
  • Client Login

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, CA, CO, CT, FL, GA, MA, MI, MS, NC, NY, OH, PA, SC, TN, TX, VA, VT, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

  • Site Map
  • Privacy Policy
  • Legal
  • Security
  • Notice of Data Collection
  • Do Not Sell or Share My Personal Information

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX

Important notice: You are leaving the Wells Fargo website

PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.


Continue Return to Wells Fargo