Howard Kaplan, MBA, CIMA®, AIF®

Helping build and preserve wealth since 1981, one client at a time. Kaplan, Litwin, Kaplan & Associates is a partnership providing a full range of investment and wealth-building strategies.  Established in 1981 and affiliated with Stifel since 2005, we have more than 100 years of combined industry experience, offering investment advice coordinated with our clients’ other trusted advisors.

We help pursue the needs of high net worth families seeking to grow and preserve wealth over multiple generations by providing through Stifel:

  • Investment Advisory Services
  • Financial Planning
  • Trust and Estate Planning Strategies
  • Insurance Services
  • College Savings Programs
  • Retirement Planning
  • Corporate Executive Services
  • Corporate Finance
  • Investment Research
  • Comprehensive advice that incorporates tax, trust, estate planning strategies, and other aspects of our clients’ lives.

Our approach helps clients prioritize, organize, and simplify financial matters to help them take care of people they love and support the causes that are important to them.

Neither Stifel nor its associates provide tax or legal advice. You should consult with your tax or legal advisor regarding your particular situation. Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE