KCL Wealth Management
Most advisors manage your stocks. Katherine manages your taxes, your portfolio, and your entire financial life. One integrated strategy and one advisor who knows all of it.
Katherine holds both a CPA and CFP®, a rare combination that means your taxes and investments are never managed in isolation. One advisor. One complete picture.
Begin the conversation →01
You have a financial advisor and a CPA. But somehow you're still the one keeping track of everything, forwarding documents, and making sure the right people have the right information. They're not talking to each other, and you're the one paying for it.
02
When your advisor and your CPA aren't coordinating, you're likely overpaying in taxes every year. Most clients don't find out until it's too late to fix it.
03
Most clients pay a CPA and a financial advisor separately. At KCL Wealth Management, one fee covers both. That alone saves most clients thousands of dollars a year.
The Difference
One advisor. Both credentials. Your entire picture.
Katherine holds both a CPA and a CFP®: a combination that is rare in this industry and meaningful to your bottom line. It means your tax strategy informs your investment decisions, and your investment decisions inform your tax strategy. Nothing is optimized in isolation.
Most clients come to KCL Wealth Management after years of working with a CPA and a financial advisor who never spoke to each other. They were not getting bad advice. They were getting incomplete advice. There is a difference, and it costs money.
Comprehensive Wealth Management
Everything your financial life requires, under one roof.
01
Tax Planning
Proactive strategy throughout the year, not a conversation that starts in March. Every investment decision is made with your tax picture in mind.
02
Tax Preparation
Your return is prepared by the same advisor who built your strategy. No handoffs, no translation errors, no surprises.
03
Investment Management
A portfolio built around your goals, your timeline, and your tax situation. Managed with the full picture in view.
04
Financial Planning
Retirement, real estate, business transitions, marriage, divorce, and family planning. Comprehensive planning that connects every decision to the life you are building.
Who We Work With
Built for high earners with a financial life that has outgrown a single advisor.
KCL Wealth Management works with business owners and families in Newport Beach who are financially successful but feel like their financial life is more complicated than it needs to be. Many have an advisor already. What they don't have is someone who sees the whole picture.
KCL Wealth Management maintains a small, intentional client base. Every client receives personalized, tailored service with advice unique to them.
Common trigger points
A large unexpected tax bill
A business transition or new venture
Marriage, divorce, or a major life event
Two advisors, two fees, one incomplete result
The realization that no one is seeing the full picture
Client Experiences
What it feels like to have the full picture.
“
Working with Katherine Leonard, CPA, CFP has been a genuinely different experience from what I have encountered with other advisors. The result is clearer direction, fewer gaps, and real efficiency. For anyone in Orange County looking for an advisor who can see how the pieces fit together, I recommend Ms. Leonard without reservation.
Kate M.
Irvine, CA
“
Katherine's financial analysis was comprehensive, her presentation was excellent, and the takeaways were clear enough that I was able to explain everything to my wife when I got home.
Juan C.
Banking Executive · Corona del Mar, 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.
Author & Researcher · Davis, CA
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She provided clear, confident guidance on both starting an LLC and managing a stock portfolio. Zero guesswork or vague answers, just straight, insightful advice. She broke down complex topics in a way that was easy to understand, and it was obvious she has deep expertise in her field.
R. Aurora, M.D.
Physician · Newport Beach, CA
Getting Started
A complete financial life, managed end to end.
01
Reach Out
Submit a brief introduction. Every inquiry is reviewed personally and responded to promptly.
02
Intro Call
A focused conversation about your financial life, your current setup, and where the gaps are. We determine together if it's a fit.
03
Onboarding
We gather your documents and review your full financial picture across taxes, investments, and planning. Nothing gets missed.
04
Your Integrated Plan
We build a strategy that connects your tax planning, financial planning, and investment management into one cohesive picture.
05
Tax Preparation
Your return is prepared by the same advisor who built your strategy. No handoffs, no translation errors, no surprises at filing time.
06
Ongoing Management
Your investments are actively managed, your tax strategy is updated year-round, and you have direct access to your advisor whenever you need it.
KCL Wealth Management · Newport Beach, California
Ready to work with an advisor who takes care of it all?
KCL Wealth Management works with a select group of individuals and families in Newport Beach and coastal Orange County. If you are ready for one advisor who manages your taxes, your investments, and your plan together, we would like to hear from you.
Begin the conversation →