Where tax strategy and investment management finally work together.
When financial complexity increases, the stakes are higher, making a coordinated strategy across taxes, investments, and financial planning more important than ever.
Begin the conversation →The Difference
What makes KCL Wealth Management different
Founder and Wealth Advisor Katherine Leonard, CPA, CFP®, believes better financial decisions happen when every piece of your financial life works together. That's why we integrate tax planning, tax preparation, financial planning, and investment management under one roof.
CPA + CFP®
Katherine Leonard, CPA, CFP®, combines tax planning and preparation, financial planning, and investment management under one roof, so every recommendation reflects your complete financial picture.
Advice Without Conflicts
As a fee-only fiduciary, every recommendation is made in your best interest, never influenced by commissions or product sales.
Boutique Service
Personalized advice backed by dedicated operational support, giving you the best of both worlds.
Zero Commissions
Simple, fee-only pricing means your advisor is compensated only by clients, not by selling financial products.
Who We Work With
Built for clients navigating high-stakes financial decisions.
KCL Wealth Management serves business owners, professionals, and families whose financial lives have become more complex. They aren't looking for more opinions. They're looking for one advisor who understands how taxes, investments, and financial planning work together.
Many clients come to KCL Wealth Management already working with both a CPA and a financial advisor. The challenge isn't a lack of expertise. It's that those professionals often work independently, leaving you to connect the dots.
When tax planning and investment decisions aren't coordinated, opportunities can easily be missed. Small decisions made throughout the year often have significant long-term financial consequences.
KCL Wealth Management brings tax planning, tax preparation, financial planning, and investment management together in one relationship, creating a more coordinated and efficient experience.
Comprehensive Wealth Management
Everything a client's financial life requires, under one roof.
01
Tax Planning
KCL Wealth Management builds tax strategy throughout the year, not a conversation that starts in March. Every investment decision considers the tax picture first.
02
Tax Preparation
Returns are prepared by the same advisor who built the strategy. No handoffs, no translation errors, no surprises.
03
Investment Management
Portfolios are built around each client's goals, timeline, and tax situation, and managed with the full picture in view.
04
Financial Planning
Retirement, real estate, business transitions, marriage, divorce, and family planning. Every decision is connected to the life a client is building.
Client Experiences
“
Working with Katherine Leonard, CPA, CFP has been a genuinely different experience from what I have encountered with other advisors. The result is clearer direction, fewer gaps, and real efficiency. For anyone in Orange County looking for an advisor who can see how the pieces fit together, I recommend Ms. Leonard without reservation.
Kate M.
Irvine, CA
“
Katherine's financial analysis was comprehensive, her presentation was excellent, and the takeaways were clear enough that I was able to explain everything to my wife when I got home.
Juan C.
Banking Executive · Corona del Mar, CA
“
Working with Katherine has been one of the best decisions we've made. She guided us through major life transitions with expertise, warmth, and a steady approach that made complex financial decisions feel manageable.
Hannah & Ryan H.
Author & Researcher · Davis, CA
“
She provided clear, confident guidance on both starting an LLC and managing a stock portfolio. Zero guesswork or vague answers, just straight, insightful advice. She broke down complex topics in a way that was easy to understand, and it was obvious she has deep expertise in her field.
R. Aurora, M.D.
Physician · Newport Beach, CA
Getting Started
Your complete financial life, managed end to end.
01
Reach Out
Every inquiry is reviewed personally by the KCL Wealth Management team and answered promptly.
02
Intro Call
KCL Wealth Management holds a focused conversation about a client's financial life, current setup, and where the gaps are, then determines together if it is a fit.
03
Onboarding
KCL Wealth Management gathers documents and reviews the full financial picture across taxes, investments, and planning. Nothing gets missed.
04
Your Integrated Plan
KCL Wealth Management builds a strategy that connects tax planning, financial planning, and investment management into one cohesive picture.
05
Tax Preparation
Returns are prepared by the same advisor who built the strategy. No handoffs, no translation errors, no surprises at filing time.
06
Ongoing Management
Investments are actively managed, tax strategy is updated year round, and clients have direct access to their advisor whenever they need it.
Ready to work with us?
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, the team would like to hear from you.
CPA · CFP® · Fiduciary · No Commissions · Newport Beach, CA