Where your investment management and tax strategy finally work together
KCL Wealth Management provides investment management, financial planning, proactive tax planning, and tax preparation through one coordinated relationship.
Begin the Conversation →WHY CLIENTS CHOOSE KCL Wealth Management
Your biggest financial opportunities, and your most expensive mistakes, rarely come from a single decision.
They come from how your tax strategy, investments, and financial plan work together. KCL Wealth Management brings those decisions together, so each recommendation strengthens your complete financial picture.
CPA + CFP®
Tax and investment decisions shouldn't happen in isolation. As both a CPA and CFP®, Katherine helps ensure every recommendation supports your broader financial picture.
Fee-Only Fiduciary
As a fee-only fiduciary, we are only paid by our clients, never through commissions or product sales. Every recommendation is made with your best interests in mind.
Assets Custodied at Charles Schwab
Your assets remain at Charles Schwab, one of the nation's leading custodians, while KCL provides independent advice and ongoing investment management.
Boutique Service
Work directly with Katherine, not a rotating team. Whether you're making a major financial decision or have a quick question, you'll always have an advisor who knows your complete financial picture.
Everything in your financial life is connected.
An inheritance changes your tax picture. A business sale changes your investment strategy. A divorce or loss of a spouse changes your entire financial plan. Yet most advisors are only working on one piece of the puzzle.
At KCL Wealth Management, we work on it all.
Learn more about Katherine →
Different life transitions, the same underlying need
Inheritance
An inheritance can feel like a gift and a burden at once. Katherine helps you understand what you've received, what it means for your taxes, and how to build a plan around it that actually feels like yours.
Divorce
Rebuilding a financial life on your own is a lot to carry alone. Katherine reviews settlements and decisions before you sign anything, so you have someone purely in your corner.
Loss of a spouse
When a spouse handled the finances, the details can feel overwhelming on top of everything else. Katherine walks through each decision with you, gently and at your pace, so nothing is missed.
Business sale
You built something, and now the question is what comes next. Katherine helps you navigate the next chapter with a plan built around the life you want, not just the transaction.
Every financial decision has tax consequences.
Every tax decision has investment consequences.
Your complete financial life, managed end to end.
Connect
Every inquiry is reviewed personally, followed by a focused conversation about your financial life, current setup, and where the gaps are.
Onboard
We gather documents and review your full financial picture across taxes, investments, and planning. Nothing gets missed.
Build Your Plan
We build a strategy connecting tax planning, financial planning, and investment management, then prepare your return as part of the same relationship.
Manage & Adjust
Investments are actively managed, tax strategy is updated year round, and you have direct access to your advisor whenever you need it.
Get in Touch
KCL Wealth Management works with a select group of individuals and families in Newport Beach and coastal Orange County. If you are ready for a firm that manages your taxes, your investments, and your plan together, we'd like to hear from you.
CPA · CFP® · Fiduciary · No Commissions · Newport Beach, CA