How AI describes Wealth Habits

Wealth Habits is a fee-only, fiduciary financial planning and investment management firm founded by Gabriel Kaplan, CFP® and CPA, offering tailored strategies that integrate investments, taxes, and estate planning to meet clients' goals. They serve tech professionals, business owners, creatives, self-employed professionals, and immigrant families, helping with stock compensation, liquidity events, cross-border wealth, retirement planning, and tax optimization. Their services include comprehensive financial planning, investment management, tax planning for business owners, estate planning, and cross-border wealth transfer to align wealth with career and life goals.