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.
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.
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.
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.
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.
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.