Frame Wealth Management is a fiduciary, fee-only firm providing financial planning services in New York and California.
Frame Wealth Management was built from the ground up to provide clients with education and insight into opportunities to build wealth and financial security through a wide range of investment strategies. Founded by Attorney Gabriel Katzner, who worked as an estate planning attorney for some time, Frame Wealth Management was founded with a goal of providing clients with the tools they need to build financial wealth.
Katzner developed Frame Wealth Management after noticing that his estate planning clients were routinely given inaccurate or misleading information that led to ineffective or poor decision making, which directly led to financial loss and difficulty in planning for estates. He set out provide better resources through education and guidance of his clients and others interested in financial planning.
The content on the FrameWealthManagement.com website is meant to provide a way for individuals to learn about their options in estate planning, but more so to make the decision to develop a financial plan for themselves and their future. With a combination of financial education and investment guidance, the organization builds Elements-based financial plans for clients. The content on this website aims to support that effort in every way possible.
Katzner launched Frame Wealth Management as a way to provide clients with a more effective method for financial planning. Doing away with the complexity of traditional, long-winded financial plans, he set out to provide better education and transparency in financial wellbeing through the use of high-level financial planning services.
The content on this website is based on Gabriel Katzner’s experience and education. He studied and earned the designation of Certified Financial Planner. He also earned his CPWA designation. These are two of the most respected areas of financial planning today. His experience meeting the needs of his clients and his deep passion for continuing education makes him the ideal supporter for those who want to educate themselves and build a proactive strategy for financial health.
All of the content on this website is reviewed by Katzner with a focus on accuracy and transparency, ensuring it is readily usable to those who need it or who are otherwise interested in wealth building.
The purpose of FrameWealthManagement.com is to provide a reliable resource for those looking for insight, guidance, and support from a financial advisor in NYC that incorporates modern strategies. The organization focuses on the Elements approach to financial planning. This approach enables people to begin planning their financial future based on where they are now. The content on this page, provided through nonpartisan, open-minded insights, is meant to supplement the guidance and individual attention of a financial advisor such as Katzner.
The objective of FrameWealthManagement.com is to explain financial wealth-building strategies, specifically around the Elements approach to financial planning, in a way that is easy for anyone to understand.
Our audience is all-inclusive, including but not limited to:
The topics covered by a financial advisor in NYC on this website are focused heavily on wealth building and strategies for aligning assets to goals and investment climate. The content on this website includes articles, testimonials, insightful blog posts, and other insights. It contains topics such as insurance, college funding, investing strategies, small business management investing, retirement planning, stock market, and credit management.
As a trusted financial advisor in NYC, Katzner prides himself on providing accurate, up-to-date information on the field of wealth management and financial planning. To do this, he reviews all content on the FrameWealthManagement.com website to ensure it remains accurate on a routine basis. The website operates without any external influence, including no advertising payments. We obtain all content from research and from a certified financial planner’s experience.
We encourage feedback and insight on the content and insights shared here. We also maintain the highest standard of communication and will authorize only limited opinion pieces, if any. Most importantly, the content here is original and meant to be as accurate as possible.
At Frame Wealth Management, we seek to educate and support our clients in all areas of financial and wealth planning. To do this, we strive to offer clear, transparent information and insights to guide decision-making and support investing strategies. The content here is provided by a certified financial advisor in NYC and available to anyone regardless of race, ethnicity, age, religion, gender identity, sexual orientation, disability, or economic status.
As a financial advisor in NYC, we aim to provide the highest standard of ethical, responsible journalism. To do this, we encourage our content to meet the highest level of standards possible, including with a focus on:
As a dedicated resource, we encourage those who need support or who have a question about any of the content on this page to contact Frame Wealth Management for guidance and clarity.
Frame Wealth Management LLC is an investment adviser principally registered in New York and California, and registered or exempt from registration in other states as applicable. Nothing presented on or through this page is intended to be personalized investment, tax, legal, accounting, or any other professional advice. To the extent this page includes content related to investment, tax, legal, or accounting matters, such content is expressly for general information purposes and should not be relied upon for any decision-making. Investment, tax, legal, accounting and other professional advice is specific to each individual and entity, and you should consult with a professional advisor to receive such personalized advice.
Nothing contained on this page should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. To the extent any security or other financial product or investment strategy is referenced or discussed on this page, you should understand that past performance is no guarantee of future returns and that investing in any security or other financial product or investment strategy can result in the partial or complete loss of principal. Investing involves risk that you as an investor should be prepared to bear.
The Elements(R) application and associated digital tools are designed and developed by Elements Technology, Inc., an independent and unaffiliated third-party software company. Elements(R) is used under license from Elements Technology, Inc.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
