About

OUR STORY

Michael Katz and Brian Katz met on December 26,1989.  On that day, Michael never could have imagined that his newborn son would one day, more than two decades later, decide to join him in a business that he had not yet envisioned but would ultimately build from the ground up.  The Katz Group is a father-son led wealth management group that offers a unique combination of vast industry experience and dynamic innovative thinking.  

From 1985 until 2002, Michael worked for PaineWebber Group Inc. in a variety of roles, eventually becoming the Chief Financial Officer for Mitchell Hutchins Asset Management (PainWebber's institutional investment advisory division).  In the summer of 2002, he separated from the firm that he'd been with for the prior 18 years. Michael decided to leverage his substantial industry experience and entrepreneurial spirit, and chose to start his own financial services practice at Prudential in January of 2003.  His first client was his father, Warren, but better known by all as Poppy.  

Michael brought the principles that he learned in the institutional asset management space with him to the retail market, and it wasn’t long before he was in need of assistance to support his fast-growing practice. In 2005, Michael hired Michele Roth as his Administrative and Marketing Assistant and began working jointly with Howard Iberger, a highly experienced and respected Advisor with complementary areas of expertise. And then in May of 2012, upon graduating from Yale University, Brian decided to join Prudential to help his dad run the business that had given him so much and elevate it to the next level.

The Katz Group now has a well-established and continually expanding client base, thanks in large part to the efforts of a select group of additional Advisors who have teamed up with us in recent years such as Steve Keane, Anthony Coulianidis, Gary Stern and Reginald Willhite Jr. Although we have certainly come a long way, we have not forgotten our roots. In fact, it is our very first client, Poppy, whose values and morals continue to loom large and guide not only our business philosophy, but our daily lives as well.  Poppy is no longer with us, but we strive every day to represent his name in a way that would make him proud.

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. 

OUR MISSION

At The Katz Group, our mission is simple… We strive to be considered essential by our clients. Miriam Webster’s Dictionary defines essential as “extremely important and necessary.” The essential advisor is a client’s unequivocal “go-to” professional contact who always receives the first phone call after a meaningful life event impacts his/her family’s financial circumstances, for better or for worse. By always prioritizing the best interests of our clients, by consistently demonstrating competence and expertise, by displaying constant professionalism, and by delivering successful outcomes, it is our mission to earn the unconditional trust of our clients and become essential in their lives.