Kaplan Wealth Management Email Format
Financial ServicesVirginia, United States2-10 Employees
Kaplan Wealth Management is a financial services firm that provides comprehensive planning and investment guidance, emphasizing a consultative approach to help clients pursue their financial goals. The firm positions itself as a family CFO, focusing on building long-term relationships and coordinating with other professionals such as CPAs, insurance specialists, and attorneys to address wealth from accumulation to management. Based in Reston, Virginia, the firm serves individuals and families by integrating investment advisory and financial planning with relationship management to support broad financial decision-making. Founded in 1986, Kaplan Wealth Management operates in a space that blends asset accumulation with ongoing wealth stewardship, targeting clients who seek coordinated, multi-disciplinary financial oversight.