Where your tax strategy and financial plan work together

Helping high earners reduce taxes, simplify complexity, and build wealth through a fully integrated financial strategy.

Katherine Leonard, CPA, CFP® spent a decade advising ultra-high-net-worth clients at PricewaterhouseCoopers and within the multifamily office group at Aspiriant, a leading RIA managing $17B in assets. She left to build something more personal. Today she brings that same institutional rigor to a boutique practice built around one thing: helping high earners in Orange County simplify their finances, reduce taxes, and build lasting wealth.

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Services offered

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Integrated Wealth Management

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

Most advisors manage one piece. Katherine manages the whole picture, creating efficiency and saving you on taxes and advisory fees.

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

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

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

"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

Helping high earners reduce taxes, simplify complexity, and build wealth through a fully integrated 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