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.