Holistic Financial Guidance
Whether you are interested in managing your investments, constructing a curated portfolio, or planning for retirement, we are excited to support you on your financial journey.
Focus on What Matters Most
As you celebrate new milestones throughout your life, our team will be there every step of the way to provide guidance and help you carve a path forward.
We Put You First
When you become our client, you become an extension of our family. We are committed to offering our clients the highest caliber of service as well as honest, direct, and confidential advice.
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.
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.
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.
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.
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.
Managing Director, Financial Advisor
Associate Vice President, Wealth Associate
Registered Client Service Associate
Client Service Associate
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.