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Our Goal is to Help You Reach Your Financial Goals

A Wealth Manager That Cares

A Wealth Manager That Cares

"As an Independent Wealth Management Firm, we have the freedom to choose the investments that are right for you. Our focus is to inform, guide, and help you reach your financial goals by getting to know you on a personal level, speaking to you on a regular basis, and being open and transparent regarding your accounts. We have limited the number of clients we work with so we can offer you the personalized service you deserve."

"Kaplan Wealth Advisors believes in the relationship between the client and the financial advisor. At our firm, you aren't just one of 1,000's of accounts, you are one of a kind and we consider you family." 

Michael Kaplan, President and Financial Advisor

Secrets to an Affordable College Education

Secrets to an Affordable College Education

Sending your child to college is not just about a 529 plan, or financial aid, but making it affordable so you can still reach retirement. 

Kaplan Wealth Advisors is proud to partner with College Aid Professor that offers exclusive technology to help navigate financial aid, scholarships, and loans, as well as offering individualized recommendations based on your circumstances to allow you to start saving for your child's college education today.

*College Aid Professor does not promise or promote specific products. We are affiliated with Kaplan Wealth Advisors and offer this service to anyone in the United States who is not currently a client. If you are a current client of Kaplan Wealth Advisors, all services of College Aid Professor are part of the existing services you receive.

Multigenerational Planning

Multigenerational Planning

Our primary focus for our clients is multigenerational wealth transfer – passing as much money as possible on to heirs with as few probate and taxation issues as possible. 

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Financial Planning

Financial Planning

From budgeting to advanced retirement projections, and everything in-between, we’ll collaborate to create a financial plan that will evolve with your families ever-changing needs.

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Investing

Investing

We combine a proven, evidence-based investing strategy with ongoing research and management to build an investment portfolio that aligns with your goals.

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About Our Team

About Our Team

We’re a team of registered investment professionals delivering objective advice and total wealth management. As wealth advisors, we adhere to the highest legal and ethical standards, and put your interests ahead of our own.

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Building Income Into Wealth

Building Income Into Wealth

From budgeting to advanced retirement projections, and everything in-between, Kaplan Wealth Advisors collaborates in creating a financial plan that evolves with your ever-changing needs.

We combine a proven, evidence-based investing strategy with ongoing research and management as we will build an investment portfolio that aligns with your goals.

We want to know what's truly important to you to build a shared understanding, create a dialog, and unearth details to map out the perfect financial and investment plan to take care of your family from generation to generation.

Would you like to discuss what we can do with your hard-earned wealth?

Articles of Interest

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
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The Latte Lie and Other Myths

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.
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Self-Employed Retirement Plans

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Are You Prepared for an Estate Tax Sunset?

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
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Find out if we're a good match for your needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet in-person, online, or by phone.

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