Wealth Habits
Wealth Habits which is located in New York, NY, serving clients locally and across the country and provides the following specialized services:
(1) Financial planning services for tech pros with equity comp.
(2) Advisory services for small business owners
(3) Investment Management
Goals, balance, costs, and discipline
We can help you achieve financial independence. Our fee-only, client-centered approach provides education and guidance to help you achieve your financial goals.
Gabriel Kaplan will work closely with you on all of your financial planning needs.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.