Frame Wealth Management is a fee-only financial planning firm serving legacy-minded families, with offices in New York and Solana Beach, California. Led by CFP® and CPWA® professional Gabriel Katzner, the firm helps clients bring their financial decisions into alignment with their goals and values. Its approach emphasizes ongoing guidance rather than a static, one-time plan.

Using its Elements® approach, Frame Wealth Management helps clients organize their financial information, assess their financial health, consider recommendations, and act on agreed changes. The firm provides recurring reviews and monthly progress reports through the Elements® app, with recommendations and discussions available by email, video meeting, or phone. Planning considers multiple areas of a client’s financial life, including cash flow, taxes, investments, and estate planning. The team can also coordinate with other service professionals and introduce clients to approved industry partners.

Frame Wealth Management describes its service as proactive, comprehensive, and caring, adapting plans as circumstances change. Its website also features educational articles on financial planning, investing, and small business topics.