Noah Katz
Managing Director
Noah Katz

Noah Katz, comes from a small affluent town that is a suburb of New York City called Westport, CT.

His family has been in Westport for four generations and seem to know everyone. Noah is highly respected among his peers and has 17,000+ followers on LinkedIn.
Noah became Managing Director at Redwood Tax Specialists, here our strategies are unlike those offered elsewhere in the financial industry for a few key reasons. Your professional team includes experts from across the board to offer a highly advanced approach to cutting taxes for high and ultra-high net-worth business owners.
When your tax team includes only a CPA or a single financial planner, you miss out on many potential deductions. No matter how remarkable one tax prep professional is, they cannot compare to a team of tax planning experts.
Each person on our team brings a unique perspective from a different part of the financial or legal industries, and we combine our strengths to find every possible deduction for our clients.
Our professional team includes, among others:
• Qualified Pension Administrator (QPA)
• Chartered Retirement Plans Specialist (CRPS)
• Employee Retirement Plan Agent (ERPA)
• Certified Financial Planners (CFP)
• Certified Public Accountants (CPA)
• Chartered Financial Consultants (ChFC)
• Chartered Life Underwriters (CLU)
• Tax & ERISA Attorneys
• Actuaries
• Third-Party Administrators (TPA)
Noah has over 18 Years of out of the box financial thinking. He started his career as a Financial Advisor at American Express, then went on to be a Mortgage Broker with First Connecticut Financial where he enjoyed helping people achieve the American Dream of being a homeowner. He then started his own consulting company Preserved Wealth LLC, where he helps the Elite High Net Worth Individuals preserve their wealth with strategies to save our client’s millions on estate taxes with potentially no out of pocket cost.

“Our reduction strategies reduce taxes around 50% almost 100% of the time!”