Welcome
A Private Business and Legal Management Investment Firm
Cognizant of your journey as well as your destination!
Our Experience
David L. Katz & Associates, LLC has over 10 years of experience negotiating general contracts, managing various business transactions and providing effective investment solutions. We work closely with our clients to achieve optimal results, ensuring our advice is effective and timely. Implementing evolving technologies not only gives us a strategic advantage, but also allows us to offer competitive rates and fees to clients and prospective clients.
Why Us?
Trusted, dedicated Business mentors are key—that’s why when it comes to client selection, we are choosy. We pride ourselves on being readily available and prompt in our response to developing issues our clients may face. Providing each client with the time and guidance they deserve is our top priority.
Copyright © 2025 David L. Katz & Associates, LLC - All Rights Reserved.
Disclaimer: David L. Katz & Associates, LLC provides legal management exclusive of any legal advice. David L. Katz & Associates, LLC provides investment management information that does not and is not intended to constitute personalized investment advice and should not be interpreted as such. Investing in financial markets involves risk, including the risk of principal loss. Please note that we are not a registered investment firm or broker/dealer. We urge you to always conduct your own research and due diligence and obtain professional advice before making any investment decisions. Clients are solely responsible for their own investment decisions and outcomes.