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Founded in 1986, Kaplan Wealth Management uses a consultative approach to help our clients reach their financial goals while supporting them and their families through all their financial decisions. As your family’s Chief Financial Officer or CFO, we believe strongly in the importance of building relationships with our clients that last a lifetime. Not only do we work as an investment advisor and financial planner, we also work as a relationship manager. Working with other financial professionals, such as CPA’s, Insurance specialists and attorneys, Kaplan Wealth Management ensures all your financial needs are covered from the accumulation of assets to the protection of wealth.
Mutual Funds offered by prospectus only – please read before investing
Securities offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC Kaplan Wealth Management & Cadaret, Grant are separate entities
Securities currently offered in AZ, CA, CO, CT, DC, FL, HI, MA, MD, MI NC, NJ, NV, NY, OH, OK, OR, PA, SC, TX, VA, WV