Wealth Care

Davie Kaplan Wealth Care Advisors, LLC works with a select group of individuals and business owners, executives and retirees to build and preserve tax-efficient income and family wealth. Our core mission is to help each of our clients achieve long-term financial security and peace of mind through tax efficient wealth management.

Using an objective, comprehensive financial management process, we develop personalized financial plans and apply state-of-the-art investment and tax strategies to help each of our clients achieve their own personal financial freedom.

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