Delivering insightful advice Building on a foundation of trust

Kenji Yoshikawa, CRPS®

First Vice President - Wealth Management
Chartered Retirement Plans Specialist (CRPS®)

Visit Katz Wealth Management 401(k) Group
Visit Katz Wealth Management
Visit The Synergy Group

phone

212-713-9248



phone

855-585-6153







address

1285 Ave of the Americas
15th, 16th,17th, + 18th Floors
New York, NY 10019



In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you move forward with confidence. It takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.

As your personal advocate, I provide you with advice that is tailored to your circumstances and priorities. I start with a detailed plan for all you'd like your wealth to achieve. Over time, I adjust your plan as your circumstances change, so you can embrace your financial future with confidence.



Insights

 
 

 

 

 

 
 

 

 

 

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