Professional Services

Strategic wealth management to support your business  

At Davie Kaplan, we work with business owners and C-suite executives across Rochester and nationwide, providing services such as business consulting, tax and accounting, investments, education planning, retirement planning, insurance, structured settlements and more.

Professionals such as attorneys, engineers, architects and business leaders face unique challenges in structuring and growing their business and planning for their family’s long-term future.

To learn more about how we can support your vision and reach your business goals, please contact us.

How can we help you?

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