Business Details
23 Years
experience
Your Trusted Partner for Wealth Management Solutions in Alexandria, VA
Katz Family Financial is a multi-generational wealth management firm with 55 years of asset management expertise and over 100 years of combined experience across three generations. Our philosophy centers on disciplined, proprietary research and active portfolio management to outperform market benchmarks while prioritizing personalized client relationships. As a boutique investment firm, we serve as both personal portfolio managers and lifelong trusted advisors, offering tailored solutions for families, individuals, and organizations.Our approach integrates investment strategy, financial planning, and intergenerational wealth transfer, supported by a team that has worked together for decades. We maintain alignment of interests by investing our own capital in the same securities we recommend to clients, ensuring shared incentives and accountability. With offices in Alexandria, VA, and registered operations across 50 states, we combine institutional-grade research with individualized attention to help clients build and preserve wealth across generations.
Services
Wealth Management
Retirement Planning
Portfolio Management
Estate Planning
Tax Strategies
Investment Advisory
Financial Planning
Asset Allocation
Legacy Planning
Charitable Giving
Details
- Year established: 2003
Highlights and features
- We offer 55 years of asset management expertise with three generations of financial leadership.
- Our active portfolio management approach has consistently outperformed market benchmarks since 1968.
- We maintain full alignment of interests by investing our own capital in client portfolios.
- Our personalized service combines institutional-grade research with individualized attention.
- We provide comprehensive wealth oversight spanning investment strategy, tax planning, and estate preservation.
Services
Wealth Management
Our wealth management service combines active portfolio management with personalized financial planning to build and preserve generational wealth. We utilize proprietary research and individual security selection to create customized investment strategies that align with each client's specific goals and risk tolerance. This comprehensive approach integrates tax planning, estate considerations, and long-term wealth transfer strategies to ensure sustained financial success across generations.
Retirement Planning
We offer specialized retirement planning services that include IRA management, required minimum distribution planning, and Social Security optimization strategies. Our approach focuses on maximizing tax benefits while ensuring sustainable income streams throughout retirement. We actively manage retirement accounts to balance income needs with long-term growth objectives, providing clients with confidence in their financial security during their post-employment years.
Portfolio Management
Our portfolio management service features active, research-driven investment strategies tailored to individual client needs. We employ a disciplined approach to security selection and tax-efficient trading, with continuous monitoring and adjustments based on market conditions. This service includes management of various account types and provides clients with direct access to experienced portfolio managers who maintain transparency throughout the investment process.
Estate Planning
We specialize in creating comprehensive estate plans that facilitate smooth wealth transfer between generations. Our services include structuring family assets for long-term stability, implementing charitable giving strategies, and managing inherited assets with proper distribution planning. We work closely with clients to develop customized solutions that preserve wealth while aligning with family values and legacy objectives.
Financial Planning
Our financial planning service provides holistic guidance across all aspects of personal finance, including spending analysis, savings strategies, and retirement forecasting. We help clients navigate complex financial decisions with personalized advice that considers their complete financial picture. This service integrates investment strategy with life planning to create comprehensive roadmaps for achieving both short-term and long-term financial goals.
People
Lawrence Wolfred Katz
Co-Founder
Founder with over 60 years of investing experience, guiding the firm's philosophy and research since establishing client relationships more than 55 years ago. Veteran of the U.S. Coast Guard with engineering and finance degrees, maintaining active involvement in security selection.
Mark Edward Katz
Co-Founder, Private Wealth and Portfolio Manager
Co-founder with 35+ years of experience, building on family financial guidance traditions across three generations. Former advisor at major financial institutions, focusing on relationship-driven wealth management. Holds a Bachelor of Science degree from Ithaca College.
Jacob Katz
Private Wealth and Portfolio Manager
Portfolio manager with prior experience at a New York hedge fund and investment bank. Specializes in public equity research across sectors. Holds dual degrees in Commerce and Economics from the University of Virginia.
Alyson Wenick Katz
Client Services and Operations
Client services leader with 20+ years of team management experience, overseeing account operations and client onboarding. Former educator with a focus on organized, personalized client support. Holds a Bachelor of Science from George Mason University.
Zo Wenick Katz
Business Development and Client Relations
Client relations specialist with prior experience in global program management at Google. Focuses on investor communications and firm growth strategies. Holds a Bachelor of Arts degree from the University of Virginia.
Questions
What services does Katz Family Financial offer?
We provide comprehensive wealth management, portfolio management, retirement planning, estate planning, tax-efficient investing, and intergenerational wealth transfer strategies tailored to individual clients and families.
How does your investment approach differ from other firms?
Our active management approach combines proprietary research with individual security selection rather than relying on mutual funds or ETFs, focusing on long-term outperformance with tax-efficient strategies.
Are you registered to work with clients nationwide?
We operate in all 50 states through proper registration and maintain primary offices in Alexandria, Virginia, with team members in Washington, New York, and international locations.
How do you ensure alignment with client interests?
Our family invests alongside clients in the same securities we recommend, ensuring shared incentives and accountability for every investment decision made across portfolios.
What experience does your team bring to client relationships?
Our three-generation team offers over 100 years of combined experience with direct expertise in portfolio management, financial planning, and navigating complex wealth transfer scenarios.
