As advisors ourselves, JR KATZ respects and understands the challenges you face in meeting the needs of your clients. Our experience over almost four decades has taught us that the most successful solutions come from a collaborative approach. 

The Advisor’s Advisor For More Than 35 Years

We believe our reputation among high and ultra-high-net-worth individuals and their advisors, goes beyond a high-touch experience. JR KATZ creates intelligent wealth transfer planning solutions, backed by outstanding client service and a dedication to flawless execution, to help you deliver intelligent, strategic wealth transfer solutions that enhance your client’s lives.

Utilizing a malleable process, we customize and implement the wealth transfer planning solutions that best meet your needs, as well as those of your clients.

JR KATZ takes a strategic and thoughtful approach to wealth transfer planning that incorporates risk management as an important outcome, and avoids high-risk transactions.

We pride ourselves on being aggressively cautious while remaining cautiously aggressive.

With our four-step approach, we utilize the evaluative thinking and integrated application that is inherent in everything we do to augment the value you create for your clients.

  • Strategy Review

  • Portfolio Review

  • Policy Implementation

  • Plan Administration

For more information on advisor services Contact JR KATZ today.




Wealth Transfer

Executive Benefits

  • Retirement and Risk Management

Related Capabilities

  • Corporate Benefits, Retirement Planning, and Risk Management

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Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.