Financial planning and wealth management in White Plains, NY

Wealth Habits is based in White Plains, New York. I am Gabriel Kaplan, CFP®, CPA. I work with clients through virtual meetings across Westchester County and nationwide.

I help connect investment decisions, taxes, and financial goals. A change in one area can affect the others.

Coordinate the decisions that affect your wealth

Financial planning can cover retirement, cash flow, education funding, insurance needs, and estate planning considerations. Your engagement defines the scope.

Investment management connects portfolio decisions with your cash needs and risk tolerance. Tax planning considers the tax effects of financial decisions before you act.

Explore financial planning and investment services. Review fees and service scope before booking.

Plan around the complexity in your finances

Equity compensation, business ownership, and cross-border finances can create decisions that affect both investments and taxes.

• Explore planning for equity compensation.
• Explore planning for business owners.
• Explore planning for cross-border families.

Meet online from White Plains or elsewhere

Client meetings take place online. You can discuss your plan from home or work without traveling to an office.

Read about Gabriel Kaplan. Review the firm FAQ for more about working together.

Start with an introductory meeting

Tell me what you want to solve. The introductory meeting is a chance to discuss your needs, review the service, and assess fit.

Contact Wealth Habits or call (914) 685-6851.