Wealth Habits helps families, individuals, and small-business owners achieve financial independence, knowledge, and control over their money. Our fee-only, client-centered approach provides education and guidance to help you achieve your financial goals and dreams.
Wealth Habits is located in New York, NY, serving clients locally and across the country.
Gabriel Kaplan will work closely with you on all of your financial planning needs. We offer a variety of services and plans customized to meet your individual needs. No minimum level of assets is required, and it's never too early or too late to learn how to become financially savvy!
Our mission is to help people make savvy financial decisions and to empower you to make the most of your money, so you can live better. At Wealth Habits, you will have a dedicated professional steering your financial course, helping you build confidence in your financial life.