About

OUR PRACTICE

The Katz Group is a wealth management group that provides a broad range of financial services for individuals, families, and businesses.  We develop calculated and customized solutions for our clients, aimed at addressing their needs, goals, and challenges related to investment management, retirement planning, asset protection and risk management, estate planning strategies, and advanced planning strategies.  We believe strongly in helping all who seek our assistance, regardless of their current financial position, and are proud to serve a diverse client base from all walks of life. Establishing strong and lasting relationships with clients of various ages, life stages, occupations, financial situations, and socioeconomic backgrounds is undoubtedly the most rewarding aspect of what we do.