Kaplan Wealth Management

Our Story

Welcome to Kaplan Wealth Management, where our mission is to help you achieve your financial goals and build a secure future for yourself and your loved ones. As a leading wealth management firm, we pride ourselves on our consultative approach, comprehensive planning, and personalized service. Since 1986, we have been dedicated to providing expert financial guidance to individuals, families, and businesses, helping them navigate the complexities of wealth management.

Our Services

At Kaplan Wealth Management, we understand that wealth management is not just about investments - it's about creating a tailored plan that addresses your unique financial objectives and goals. Our team of experienced professionals uses a comprehensive approach to deliver customized solutions that cater to your needs. Our range of services includes:

Retirement Planning

We help you create a secure retirement plan that ensures a comfortable and peaceful post-career life.

Investment Management

Our experienced investment professionals work closely with you to develop a tailored investment strategy that aligns with your financial goals and risk tolerance.

Estate Planning

We help you create a comprehensive estate plan that protects your assets, minimizes taxes, and ensures the smooth transfer of your wealth to future generations.

Insurance

Our team of insurance experts helps you navigate the complex world of insurance, ensuring you have the right coverage at the right price.

Tax Planning

We work closely with you to develop a tax strategy that minimizes your tax liability and maximizes your wealth.

Our Process

Our wealth management process is comprised of three phases:

Phase 1: Discovery

We initiate our process with a comprehensive discovery meeting, where we work closely with you to understand your financial goals, risk tolerance, and objectives.

Phase 2: Customized Plan

Based on the findings of our discovery meeting, we create a customized plan that addresses your unique financial needs and objectives.

Phase 3: Ongoing Monitoring

Subsequent to establishing your plan, we regularly schedule meetings to track progress, make adjustments as needed, and ensure your plan remains aligned with your changing financial circumstances.

Our Team

At Kaplan Wealth Management, we are proud of our team of experienced professionals who are dedicated to delivering exceptional service and guidance. Our team includes:

Bud Kaplan, President

Brad Kaplan, CFP

Scott Kaplan, CFP

Karen Thomas, Operations Manager

Debbie Sabean, Haymarket Operations Manager

What Sets Us Apart

We take a holistic approach to wealth management, considering all aspects of your financial life, including your investment portfolio, insurance needs, estate plan, and tax strategy. Our commitment to transparency, personalized service, and expert guidance sets us apart from other wealth management firms.