Daniel J. Katz

As an expert in tax efficiency, risk mitigation, and wealth preservation, I am passionate about helping others realize their vision of a sound financial future. I work with my clients at every stage of life, helping them to understand both their needs and their potential. My specialty is working with medical professionals, attorneys, business owners and nonprofit executives to find the solutions that works best for their unique needs. 

My goal is not only to implement a plan that is tailored specifically to the needs of you and your business, but to ensure that you have a thorough understanding of your financial picture. Through education and a consultative dialogue, I give my clients the tools they need to plan for today and generations to come. 

A strategist and long-term thinker by nature, I always keep the big picture in mind, leaving no stone unturned when it comes to building your plan. Your peace of mind is just as important to me as your financial security. 

My clients can expect expertise, education, and enthusiasm when working with me. The transforming power of financial peace of mind is a gift I love to give, day after day.

- Daniel Katz

"Planning is simply bringing the future into the present so that you can do something about it now."