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We use the most sophisticated investment products and technologies in an effort to further diversify our clients assets and better help them work towards their goals and dreams.

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Our client engagement is a very thorough 5 step process that starts with what we call a “discovery meeting”. We want to ensure all parties are on the same page and working together to implement a plan that addresses all financial goals and needs.

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The most effective way to successfully work towards financial goals is to have a plan and monitor it. Our consultative approach to investing helps us align our clients objectives with suitable investments that will enhance their ability to pursue their goals.

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Welcome to Kaplan Wealth Management

Founded in 1986, Kaplan Wealth Management uses a consultative approach to help our clients pursue 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 strives to ensure all your financial needs are considered from the accumulation of assets to the management of wealth.


Helpful Content

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.


Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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