Broker Check
Michael Kaplan

Michael Kaplan

President | Wealth Advisor

Michael Kaplan, President and Wealth Advisor, has been in the financial services industry for almost 30 years. He has developed a deep knowledge as well as a global perspective of the financial markets. Michael Kaplan brings a wealth of creativity and excellence by providing a wide range of investment products and wealth management services to his clients. 

Building his practice through referral, Michael specializes in multi-generational family portfolio management. From generation to generation, Michael develops, manages, and oversees portfolios, in both taxable and retirement accounts. He also can provide numerous solutions for the liability side of financial management, from mortgages to lines of credit.

Michael is unique because of his innate ability to make every client feel like they are cared for. He prides himself on the long term relationships he has built with his clients. Each client has different needs, and Michael listens to them while working tirelessly to help them achieve their personal and financial objectives. He takes an active interest in each and every client, and his clients all feel like Michael is not just a trusted advisor, but a friend.