About Wealth Habits
Wealth Habits is a fee-only, fiduciary financial planning firm dedicated to empowering individuals and families to achieve their financial goals.
We believe that everyone deserves access to clear, objective advice and personalized strategies, regardless of their current financial situation.
A 100% virtual practice serving households across the U.S. Fee-only, with a CFP® and CPA under one roof.
The firm was founded by Gabriel Kaplan, CFP® CPA.
What is our purpose?
Protect what you've built and enjoy the fruits of your hard work.
Our role is to align our expertise with your financial goals and needs, supporting your journey towards financial freedom.
What are our values?
We go beyond simply managing investments. We take a holistic approach to financial planning, considering all aspects of your financial life, including:
- Financial goal setting: We work with you to define your short-term and long-term goals, creating a roadmap to help you achieve them.
- Comprehensive planning: We create tailored strategies for investment management, retirement planning, tax optimization, and estate planning.
- Ongoing support: We provide ongoing guidance and support, adjusting your plan as your life evolves and circumstances change.
- Client-centricity: We prioritize your needs and best interests above all else.
- Transparency: We believe in open and honest communication, ensuring you understand every aspect of your financial plan.
- Integrity: We adhere to the highest ethical standards, acting as your trusted fiduciary.
- Education: We empower you with the knowledge and tools to make informed financial decisions.