Welcome to Katz Legacy Financial
We help families protect what matters most. Through personalized strategies and thoughtful guidance, we work with individuals and families to plan for the future, preserve generational wealth, and bring clarity to complex financial decisions. Whether you're navigating major life transitions or simply looking to get organized, we are here to provide steady support and clear direction. At Katz Legacy Financial, we believe peace of mind starts with a plan, and that every family deserves one built with care.
Meet Our Team
Adam Katz
Adam began his financial career in 1999, transitioning from education to the life insurance sector. He holds a degree from the University of North Carolina at Greensboro, where he was part of the inaugural class of North Carolina Teaching Fellows. Adam witnessed firsthand the impact of financial situations on his students. This experience fueled his passion for educating clients and securing their financial legacies as he entered the financial industry. For the past 23 years, Adam has been an independent business owner, specializing in life insurance, retirement planning, and estate planning. Adam is a licensed life and health insurance agent, equipped with the expertise to provide comprehensive financial solutions tailored to his clients’ needs and goals. He is also the co-author of two insightful books: “Safe Money: Your Road Map to Retirement” and “Save Smarter Not Harder: Your Guide to Tax-Free Retirement.”
Emily Katz Cardillo
Emily launched her career in financial services at the age of 18 while pursuing her studies at NC State University. By the age of 19, she had earned her four-year bachelor’s degree in business marketing and seamlessly transitioned into full-time work in the financial sector. With a childhood immersed in the industry through her parents’ work, Emily developed a passion for leveraging financial services to safeguard families and preserve their legacies. Emily is also a registered investment advisor and holds her Medicare, Life Insurance, and Health Insurance licenses, further enhancing her ability to provide comprehensive financial guidance and support to her clients.
Sarah Hartley
Sarah has been part of the financial services industry since she was 18. She grew up around this industry and has spent nearly a decade working in it. Sarah graduated Summa Cum Laude with a degree in Communications from Wingate University. Between her degree and a lifetime of industry knowledge, Sarah is passionate about helping families prepare for the worst, plan for the best, and navigate the in-between. As a military spouse and mother, Sarah knows the power of a financial plan to protect families and secure legacies in all walks of life.
Integrated Trust Systems
ITS is a leading provider of comprehensive trust and estate planning services, specializing in sophisticated trust administration, estate settlement, and fiduciary services. With a commitment to excellence and client satisfaction, ITS maintains an A+ rating with the Better Business Bureau (BBB), underscoring its dedication to transparency and realiability. Leveraging cutting-edge technology and a team of experienced professionals, ITS ensures seamless trust management and personalized solutions for asset protection and wealth transfer strategies.
