Where your tax strategy and financial plan work together
Tax-optimized investment management designed for clients who want one advisor who sees the whole picture.
CPA · CFP® · Fee-Only · Investment Management · Tax Strategy · Newport Beach, CA
Managing significant wealth typically means managing multiple professionals, each focused on their own discipline, rarely in conversation with the others.
Without someone overseeing the full picture, even well-structured finances can leave meaningful value on the table.
One financial advisor. Your taxes, investments, and financial plan handled together.
Most advisors manage one piece. Katherine manages the whole picture, creating efficiency and saving you on taxes and advisory fees.
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 your tax impact and long-term goals in mind.
Ongoing Advisory Access
A direct line for questions, decisions, and ongoing guidance.
Katherine Leonard, CPA, CFP® spent a decade advising ultra-high-net-worth clients at PricewaterhouseCoopers and within the Exclusive Family 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.
Where CPA precision meets big-picture planning
Ready to see how this works for your situation?
Clients say the first conversation alone clarified questions they'd been wondering about for years. Let's start there.
Frequently Asked Questions
Q: Who do you typically work with? Most clients come in with real financial complexity: growing income, a business, equity compensation, or simply the sense that their money has gotten harder to manage the more successful they've become. Many are physicians, attorneys, executives, or business owners in Orange County, but the common thread isn't a job title. It's that they want someone who actually understands their full picture and can help them make sense of it. If that sounds like you, it's probably worth a conversation.
Q: What makes you different from a traditional financial advisor or CPA? Most advisors specialize in one area (investments, taxes, or financial planning) and operate independently. I hold both a CPA and CFP® designation, which means I handle all three in one practice. Your tax strategy directly informs your investment decisions, and your financial plan accounts for what you'll actually owe. There's no handoff, no coordination gap, and no one optimizing their piece at the expense of yours.
Q: Where are you located and who do you serve? I'm based in Newport Beach, California, and work primarily with clients across Orange County, including Newport Beach, Newport Coast, Laguna Beach, Irvine, and Costa Mesa. I also work with a select number of clients outside the area who need the integrated CPA + CFP® model and prefer to work remotely.
Q: How do I get started? Reach out through the contact form and tell me a little about your situation. I'll review it personally and follow up to schedule an introductory call. There's no pitch, no pressure, just a straightforward conversation about whether it makes sense to work together.
Q: What does it cost to work with you? Comprehensive wealth management is offered as an all-inclusive annual fee based on assets under management. The fee covers investment management, tax planning, tax preparation, financial planning, and ongoing advisory access. No billing by the hour, no separate tax prep invoice. For advisory-only engagements, a separate structure is available. The best way to understand what's right for your situation is to start with a conversation.