All appointments will be via telephone or Skype until further notice.
We adhere to a Fiduciary Oath that puts our clients’ needs before our own at all times. We take a 360 degree view of planning and investments. By working closely with our clients, we replace uncertainty and chaos with prudent investment management and financial planning principles. This gives our clients peace of mind. We have over 30 years of professional investment experience.
Eve Kaplan, a Certified Financial Planner(R), opened our doors in 2004. Our services include retirement planning, investment planning and management services, insurance planning, estate planning, gifting strategies, executive compensation analysis and tax planning. We work together with insurance agents, CPAs and attorneys to provide our clients with the best advice available but we do not benefit in any way from doing so. We specialize in working with women. We’re honored to be designated a “Five Star Professional Wealth Manager” for 5 years in a row (2016-2020).
We welcome new clients. Please call or email Eve if you’d like to learn more about our services. Please note we take privacy issues very seriously. Your inquiry is confidential and we will never make your information public.
We design low cost, high quality portfolios that are integrated with client needs for both growth and income. We rebalance regularly and adjust client portfolios as their needs change. Click on “Learn More” for detailed information.
Why Fee Only?
We utilize tax-managed mutual funds for taxable accounts, whenever possible, the minimize capital gains taxes.
Executive Compensation Assessment
Insurance and Annuities
CERTIFIED FINANCIAL PLANNER™
National Advisors Week
2019 Five Star New Jersey Wealth Manager
From the Blog
Let’s say you’re the lucky owner of a highly appreciated investment (stock, mutual fund) you’ve held for at least a year. What’s the best way to sell it? Or should you donate it? Here are several choices facing an early investor in Apple shares that I’ll call “Meg.”...
I’ve seen my fair share of brokerage statements from Big Name Brokers cross my desk over the years. Very often I’m appalled by what I see. Why? I often see brokerage accounts stuffed with scatter-shot investments (often excessive amounts of large cap US stocks) with...
The BIG THREE pillars of investing are Stocks, Bonds (sometimes called “fixed income”) and Cash. Other smaller investment categories include REITs (Real Estate Investment Trusts), commodities and alternative investments, etc. In my experience, clients understand the...
ADV Part 3 – Client Relationhip
As a SEC-Registered Advisor, I’m required to make my Form CRS available to all prospective and current clients on an annual basis. The Form CRS explains – in a succinct 2 page document – how I work with clients and how I invest on their behalf.