Building and Protecting
Wealth for Generations.

Our team is backed by the global resources of New York Life and Eagle Strategies.

We construct personalized strategies keeping your financial plan on the best route to success.

About Us

Kaplan Wealth Strategies is an organization built on a strong foundation of knowledge, experience and exceptional service. Kaplan Wealth Strategies was founded with the goal of assisting our clients in every aspect of their financial lives. We provide the most comprehensive and personal service available, which directly correlates to our reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to provide financial independence and personal satisfaction.

Our Pledge

Our team of experienced professionals take a very "hands on" approach to financial planning. Not only will you find our team members knowledgeable, but you will also discover that we truly care about transforming your dreams into a reality. As your team of dedicated Financial Professionals, we will do everything in our power to keep you on track to where you want to go, advise you on how to get there through market fluctuations, and continually remind you of the importance of maintaining a disciplined approach toward realizing your dreams.

Our Philosophy

Our company viewpoint is that having an understanding of your current financial situation is crucial, in order to successfully make prudent decisions concerning your future financial condition. To answer any questions about your current financial situation or to schedule an appointment please contact us.

Are you ready to start your journey to financial security?

Start planning your retirement today.

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