Katz David & Rose

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49 W 47th St
New York, NY 10036
+1 (212) 819-0033

Katz David & Rose is a prominent wealth management group based in New York City, offering comprehensive financial planning services to a diverse clientele. Led by Richard S. Pluta, the team is known for its expertise in serving ultra-affluent individuals, families, family offices, senior executives, entrepreneurs, and multi-generational families. With a focus on intellectual rigor, personalized service, and in-depth customization, Katz David & Rose helps clients navigate complex financial landscapes and capitalize on the opportunities presented by substantial wealth.

Richard S. Pluta, co-founder and strategic leader of The Pluta Katz Group, has been recognized as one of America's Top Wealth Advisors by Forbes and Barron's, showcasing his extensive experience and industry expertise. The team's dedication to building strong client relationships based on trust and delivering a high-quality wealth planning experience is supported by the global resources of Merrill Lynch Wealth Management. With a commitment to simplifying the complexities of financial life, Katz David & Rose aims to provide insightful ideas and knowledge to help clients define and achieve their financial goals.

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