Seth KaplanCFP®, CDFA™, CFFA

Our Practice

Our practice is driven by the belief that comprehensive skills, deep expertise, integrity, and great service are the foundation to a successful long-term relationship. As a private wealth management firm, we strive to be the premier financial advisory firm for afflent individuals and families. 

Our Services

As a CFP^® practitioner, Seth Kaplan has over 14 years of experience in the financial industry.  When working with traditional financial planning clients, his primary focus is on comprehensive wealth management -- incorporating budgeting, investment and retirement planning, credit and risk management, along with estate planning and wealth transfer strategies. 

In addition to the traditional financial advisory services provided, Seth has specialty training and expertise as a Certified Divorce Financial Analyst™ and Certified Forensic Financial Analyst. He works with clients (and their attorneys and mediators) through the transition of divorce, by educating them on financial matters and helping them determine the short and long term financial impact of proposed settlements. 
 

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Our Mission

Ours is a highly personal business -- one that requires an in-depth understanding of each clients' financial resources, risk tolerance, investment experience, tax situation, goals, family dynamic, and legal exposure. Often this entails working with a client's other advisors, including attorneys and accountants. We respect the privacy of information you share. Starting with your goals and objectives, we offer comprehensive financial planning solutions.

Our Value Commitment

By working with a select group of individuals, we help ensure that we proactively advise our clients in all areas of their financial lives based on their unique set of goals, objectives and risk tolerance. With our systematic financial process, we can assure you that all financial decisions that we make on your behalf will be consistent with your goals.