ACT
DAVIE KAPLAN WEALTH CARE ADVISORS, LLC is a leading wealth management firm that specializes in providing comprehensive financial planning and investment management services to individual and institutional clients. Founded in 1981, the firm is based in Rochester, New York and has a team of highly experienced financial advisors who are dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Through a personalized approach, DAVIE KAPLAN WEALTH CARE ADVISORS, LLC helps clients develop a clear understanding of their financial situation and create a strategic plan to achieve their long-term financial goals. The firm offers a wide range of financial services and works closely with clients to design a customized investment portfolio that aligns with their specific needs and risk tolerance. They also provide ongoing monitoring and review to ensure their clients’ portfolios are on track and make any necessary adjustments as needed.
Facts and Insights
Here are some key facts and insights about DAVIE KAPLAN WEALTH CARE ADVISORS, LLC:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.1 billion | 10 | Over 40 years |
Financial Services Offered
DAVIE KAPLAN WEALTH CARE ADVISORS, LLC offers a wide range of financial services including:
- Comprehensive financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
- Education funding
Client Types
DAVIE KAPLAN WEALTH CARE ADVISORS, LLC serves clients from all walks of life, including:
- Individuals and families
- High net worth individuals
- Business owners
- Non-profit organizations
- Institutions, such as pension funds and endowments
Fees & Compensation
DAVIE KAPLAN WEALTH CARE ADVISORS, LLC believes in transparency and charges fees based on a percentage of the assets they manage. This aligns their interests with their clients and allows them to continuously work towards achieving their clients’ long-term financial goals. They do not receive any commissions or compensation from third-party investment products, ensuring their advice is always unbiased and in the best interest of their clients.
Background
With over 40 years of experience, DAVIE KAPLAN WEALTH CARE ADVISORS, LLC has a long history of providing exceptional financial advice and services to its clients. The firm has a team of highly qualified and experienced financial advisors, many of whom hold advanced degrees and certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
Before entrusting your financial future to any advisor, it is essential to understand any disclosures or conflicts of interest they may have. With DAVIE KAPLAN WEALTH CARE ADVISORS, LLC, clients can be assured of their advisors’ transparency and full disclosure of any potential conflicts of interest. Their advisors have a fiduciary duty to act in the best interest of their clients, meaning they are legally bound to prioritize their clients’ needs above their own.
In conclusion, DAVIE KAPLAN WEALTH CARE ADVISORS, LLC is a trusted partner for clients seeking comprehensive financial planning and investment management services. Their personalized approach, experienced team, and transparent fee structure set them apart from other firms in the industry. With their expertise and dedication, they continue to help individuals and institutions achieve their long-term financial goals.