Where your tax strategy and financial plan work together

An integrated approach to tax planning, investments, and financial strategy.

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Integrated Wealth Management

Tax Planning & Preparation
Proactive strategies and seamless filing, handled together.

Comprehensive Financial Planning
Clear direction across cash flow, major decisions, and future planning.

Investment Management
Portfolios built with tax impact and long-term goals in mind.

Ongoing Advisory Access
A direct line for questions, decisions, and ongoing guidance.

Katherine Leonard, CPA, CFP® has a decade of experience advising ultra high-net-worth clients at PricewaterhouseCoopers (PwC) and a leading multifamily office. Katherine offers a boutique approach that blends tax strategy with big picture wealth planning. She aims to deliver clarity, simplicity, and a clear path to financial freedom through proactive tax and financial guidance.

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"Katherine helped me feel clear and confident about my tax and financial decisions. She explains things in plain language and often anticipates strategies before I even think to ask."

Carol B., Newport Beach, 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., Davis, CA
"Katherine approaches tax and financial planning with real care and understanding. She listens closely, explains things simply, and offers strategies that feel genuinely tailored to my situation."

—Carolina W., Orange, CA

Where your tax strategy and financial plan work together

An integrated approach to tax planning, investments, and financial strategy.

Integrated Wealth Management

"Katherine helped me feel clear and confident about my tax and financial decisions. She explains things in plain language and often anticipates strategies before I even think to ask."

"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."

"Katherine approaches tax and financial planning with real care and understanding. She listens closely, explains things simply, and offers strategies that feel genuinely tailored to my situation."

Where CPA precision meets big-picture planning