Michael Kaplan
President and Wealth Advisor at Kaplan Wealth Advisors, Helping multigenerational families to preserve, grow, & plan their wealth
- Role
- Chief Executive Officer at Kaplan Wealth Advisors
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Michael Kaplan
Empowering clients to help them achieve financial security is the fundamental principle that drives me and my team of professionals at Kaplan Wealth Advisors. Whether helping professionals in the medical and energy industries find tax-efficient ways to consolidate their investment portfolios; advising pre-retirees on how to skillfully position their assets for the long-term; or helping guide business owners on how to protect their wealth in the wake of a major liquidity event, I am dedicated to helping my clients manage their investments more effectively. I combine the personalized services you would expect from a wealth management boutique with the vast resources of Prospera Financial Services. With access to specialized research, institutional investment managers and sophisticated financial planning tools, I strive to deliver “best in class” solutions through a “white glove” service model that has become the trademark of my practice. I am committed to helping my clients protect and grow their assets, and focus on preparing families and heirs for the transfer of wealth. Areas of focus: Financial Planning, Wealth Management, Investment Management, Cash Flow and Liquidity, Lending Solutions, Education Funding, Retirement and Benefits Planning, and Philanthropic Services. I live in Houston with two of his four children. When not hard at work or spending quality time with family and friends, I enjoy pickle ball, racquet ball, working out, reading, great bourbon, and traveling. To contact me - m••••••@kaplanwealthadvisors.com
Experience
Chief Executive Officer
Mar 2021 — Present · Houston, TX, US
Education
University of Houston
Business
1980 — 1985
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