Wealth management built around the whole financial picture.
KCL Wealth Management is an independent, fee-only financial advisor and wealth management firm based in Newport Beach, California. We bring investment management, tax strategy, financial planning, and tax preparation together in one coordinated relationship.
We were founded on a simple idea: investments, taxes, and a financial plan should not be managed in separate silos. Financial decisions overlap, and the advice around them should too.
Integrated Wealth Management
Investment management, tax planning, tax preparation, and financial planning coordinated within one advisory relationship.
Fee-Only & Fiduciary
Client-paid, no commissions, fiduciary advice.
Boutique & Independent
A direct advisor relationship, independent advice, Schwab custody.
Disciplined. Patient. Optimistic.
Our investment philosophy is grounded in three principles: stay disciplined, remain patient, and maintain a long-term sense of optimism.
Markets will always be unpredictable. Rather than trying to anticipate every move, we focus on what clients can control: maintaining a thoughtful investment strategy, staying disciplined through changing markets, and making financial decisions with a long-term perspective.
Ultimately, investing is a means to an end. Wealth management is also a form of lifestyle design, helping clients use their financial resources intentionally to build and enjoy the life they actually want. The goal is to simplify your financial life and create the freedom and confidence to focus on the people, experiences, and priorities that matter most.
Katherine Leonard founded KCL Wealth Management after nearly a decade advising high-net-worth families, first in High Net Worth Tax at PricewaterhouseCoopers, then in wealth management at Aspiriant's family office division. She saw the same pattern again and again: clients with every resource available, still falling through the cracks between an advisor, a CPA, and an attorney who never spoke to each other.
She built KCL Wealth Management to close that gap. As a CPA and CFP®, she coordinates investment management, tax planning, and financial planning within a single advisory relationship.
Clients describe working with Katherine as having someone genuinely in their corner, not a name on a quarterly statement. She is direct, responsive, and believes the real answer is always more useful than the comfortable one.
Certified Public Accountant
Licensed in California. Specializing in high-net-worth tax strategy. License #132497.
Certified Financial Planner
Awarded by the Certified Financial Planner Board of Standards. Financial planning, investment management, and fiduciary advice. CFP® #451668.
PricewaterhouseCoopers
High Net Worth Tax. Advised ultra-high-net-worth families on complex generational wealth and tax strategy.
Aspiriant
Wealth Manager, Family Office Division. National RIA. Served high-net-worth clients as part of a dedicated family office team.
Some advisors serve Newport Beach. Katherine grew up here, went to school here, and built her life here.
Katherine attended Corona del Mar High School and lives in the Flower Streets. Her clients are neighbors, not accounts.
Ready to see your whole financial picture in one place?
Begin the Conversation →Rather not wait? Grab a time directly on Katherine's calendar.