When you work with a family,
you’re treated like family
We put the client first at every step of our journey together.
As a father-daughter team, Stanley Katz and Lauren Katz Madera bring extensive financial experience and credentials to advise clients where they are and support where they’re going. We pride ourselves on our persistence and resourcefulness on behalf of our clients—developing highly personalized solutions with one overarching goal: to make our clients’ lives easier.
Our clients choose to work with us for our flexibility, our responsiveness, and our problem-solving approach. From reduced paperwork to complex investment decisions, we fight for our clients. To us, every client is an important client.
When you work with a family, you’re treated like family.
Why Work With Us
- 3-for-3 for 3 WeeksIt is now three weeks in a row that the three major US stock market indices produced gains. In fact, this recent string marked the largest gains over a three-week stretch since 2020!
- Two-Week Win Streak for StocksFor the second week in a row, the three major US stock market indices posted gains. However, in the words of our esteemed business manager, “two data points don’t make a trend!”
- Stocks Post Largest Weekly Gain of 2023After generating losses the past couple weeks, the three major US stock market indices posted their largest weekly gains of 2023. Lower yields may have fueled higher stock prices this week.