Individual Services

A financial team you can trust with your family’s future

Davie Kaplan provides a variety of tax and wealth management services to business owners, professionals, high-net-worth individuals and their families. We have an integrated approach to tax and wealth management solutions that comprehensively evaluates your finances to develop tailored strategies to meet objectives.

Financial Planning
We help you set goals, develop a comprehensive plan, track progress and make adjustments as life and circumstances change. Our team of CERTIFIED FINANCIAL PLANNERSTM and CPAs work closely with you to provide support for making some of life’s biggest decisions.

Investment Planning
Portfolios shouldn’t be one-size-fits all. We apply our expertise in both tax accounting and investment to develop strategies that are right for you – and for minimizing tax liabilities.

Retirement Planning
We will help you realize your vision for retirement – for yourself, your family and your employees. We know it’s important to tailor retirement planning for each individual’s needs, so our plans are driven by your goals, lifestyle and financial aspirations.

Tax Management
Our tax and advisory professionals work with you throughout the year, not just at tax time, to assemble the big picture that factors in your personal financial situation.

Legacy Planning
Effective estate planning means more than simply drafting a will; it’s about building a comprehensive plan that protects and nurtures your assets for – and through – future generations.

How can we help you?

Please let us know if you have a question, or would like further information about Davie Kaplan.