Michael Kaplan

CEO

713-822-8011 michael@kaplanwealthadvisors.com

Builds Long Term Relationships

For over 30 years, we have been building long-term relationships with our clients. We pride ourselves on knowing our clients, often better than they know themselves. This allows us to understand and meet all their needs as they enter various life-stages, and ensure they are financially stable and can enjoy each stage knowing they will remain financially comfortable while being able to provide for their children, grandchildren, and even great-grandchildren.

Our approach is built on mutual trust and respect, as we collaborate to lay the foundation for your financial future and beyond. Kaplan Wealth Advisors isn't for every client. If you are looking for a wealth advisor that is going to spend time telling you how great they are, we aren't the firm for you. On the other hand, if you are looking for an advisor who is going to take the time to find out about your financial goals, personal goals, family goals, and discuss sports, we will be a perfect fit. 

What makes us unique is we care about every client we have and consider them friends. We will help you celebrate birthdays and anniversaries and the birth of each child and grandchild. We will mourn with you when you lose a loved one and sympathize if you are sick or have had a tragedy. We will cheer for you when you get promoted or a child gets married, or even if you buy that dream beach house you have always wanted. We will walk with you through life while ensuring you have peace of mind that your financial needs are being taken care of, even when you can't make those decisions.

Another benefit to being a part of our family is we go beyond financial planning, giving recommendations on other service industry professionals you might need, discussing the market and how it might affect your portfolio, and helping you to save where possible. We will send you interesting articles, share research, and the knowledge we possess is vast and varied - from baseball to annuities.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

To find out more about the team at Kaplan Wealth Advisors, please click here.