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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Coronavirus: We're Here to Help

Davie Kaplan, CPA, P.C. is dedicated to our Davie Kaplan family and our clients as we all face this COVID-19 Coronavirus Pandemic together. The link below will take you to our compilation of COVID-19 related information in order to assist you and provide additional resources and insights. As new information emerges we will continue to update these links. Please contact us directly with questions, and stay safe and healthy!

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