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Collaborative Approach

We begin every interaction by making sure our clients feel heard. Our team will ask the right questions to understand your own unique needs, concerns, and long-term financial goals.

Customized Strategies

Our financial professionals will develop a comprehensive and personalized plan that is unique to you and in line with your objectives. We will continue to monitor and make tactical adjustments when necessary.

Financial Confidence

Education is an important part of your financial success. We are passionate about helping our clients gain a better understanding of their finances and the tools available to help them succeed.

Tackling Life's Milestones

Katz Wealth Advisors was founded by Jeffrey J. Katz and Justin Katz in May 2023. We are a family practice with footprints in California, Nevada, and Oregon.

Our team is focused on servicing the financial needs of individuals, multi-generational families, small businesses, and business owners. As wealth management partners, we provide our clients with a fully-customized solution to their specific needs.

An Ongoing Partnership

An Ongoing Partnership

We enjoy working with clients of all ages, from retirees in their golden years who are actively withdrawing from their accounts, to clients in their early twenties who are building out their portfolios and saving for their future. We truly love helping clients plan for their goals, whether that is their first home, travel in retirement, or protecting their legacy for the next generation.

Meet Your Advisors

Take Charge of Your 401(k)

Keep up with your financial needs while avoiding common (and expensive) rollover mistakes. We put together this guide to help you avoid these critical mistakes and potentially save you thousands in taxes and fees.