Yan J. Katz of HUB Wealth Strategies Recognized as Among Forbes’ MA Best-In-State

The Bulfinch Group is pleased to announce that Winchester resident, Yan Katz, has been named a two-time Forbes’ Best-in-State Financial Security Professional Wealth Advisor by Shook Research®. This award recognizes Yan as one of the top wealth advisors in Massachusetts, as determined by SHOOK® Research.

“We are proud to celebrate Yan’s continued recognition as a Forbes Best-in-State Top Wealth Advisor,” said Douglas Reiss, Partner & Principal Owner of The Bulfinch Group. “This honor reflects his unwavering commitment to building meaningful relationships, delivering exceptional service, and helping clients pursue their long-term financial goals. We congratulate Yan on this well-deserved achievement and are grateful for the positive impact he continues to make on the families and communities he serves.”

Yan resides in Winchester, MA with his wife Natalie and two daughters. He is a Cum Laude graduate of Babson College and avid volunteer for The Jimmy Fund as well as advisory board member of Zoo New England.

The Bulfinch Group is committed to providing the highest level of service and experience, as well as continuing to make a positive and lasting impact in the communities we serve. With a client-centric focus, The Bulfinch Group works to help protect wealth from risks such as market volatility, erratic interest rates and the potential for insufficient assets – all threats to long-term financial stability. The Bulfinch Group’s experienced team of specialists create in-depth assessments on how to maximize cash flow, optimize tax strategies, provide protection and build and grow wealth to reach each client’s unique goals.

HUB Wealth Strategies

HUB Wealth Strategies is a strategic advisory firm focused on putting you, your goals and your financial well-being at the center (HUB) of the conversation. HWS operates under the idea of bringing family office like services and advisor integration to those who desire a central point of contact/personal CFO for wholistic wealth management and business succession planning. Our clients’ lives are dynamic, fast-paced and filled with a continuous flow of opportunities to evaluate and threats to thwart. Our team will work with both our internal and clients’ attorneys, accountants and consultants to take a multi-disciplined approach to help simplify, collaborate, coordinate, measure, educate and advise on strategy and tactics. Our mission is to ultimately foster a relationship where our clients feel empowered, on track, and enhancing the likelihood for their visions to become realizations. For more information, visit HUB Wealth Strategies.com.

About Guardian

Guardian makes a difference in the lives of people when they need us most. With more than 160 years of stability and fiscal integrity, we are a trusted partner to millions of consumers, helping them prepare and plan for a bright future and recover and thrive in times of unexpected loss. We believe in inspiring well-being across mind, body, and wallet, and in driving value beyond dividends. We invest in our colleagues, are building a progressive and inclusive culture and are helping to uplift communities through thoughtful social and environmental programs. Guardian, which is based in NYC, is a leading provider of life, disability, dental, and other benefits, and has received accolades for its culture and service. Our colleagues and financial representatives serve with care and experience, and our commitments rest on a strong financial foundation, which at year-end 2025 included $12.6 billion in capital and largest dividend of $1.7 billion in the company’s history. For more information, visit GuardianLife.com.