Kaplan Wealth Managment

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Kaplan Wealth Managment Founded in 1986, Kaplan Wealth Management uses a consultative approach to help our clients pursue their personal and financial goals.

Kaplan Wealth Management uses a consultative approach to help our clients pursue their financial goals while supporting them and their families through all their financial decisions. As your family’s Chief Financial Officer or CFO, we believe strongly in the importance of building relationships with our clients that last a lifetime. Not only do we work as an investment advisor representative and financial planner, we also work as a relationship manager. Working with other financial professionals, such as CPA’s, Insurance specialists and attorneys, Kaplan Wealth Management strives to address all of your financial needs from the accumulation of assets to the management of wealth. Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org and www.sipc.org Investment advice offered through Kaplan Wealth Management, Inc., a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state

Renter? Think you’re covered by the owner’s insurance? Do a double check.
10/26/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read mor...
10/21/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
10/19/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
10/16/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
10/14/2026

Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

Marriage changes everything, including your insurance needs. Here are some things to look out for.
10/12/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
10/09/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
10/07/2026

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
10/05/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

10/02/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Address

Reston, VA
20190

Telephone

+17033521780

Website

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