ABOUT WEALTH HABITS

Wealth Habits is a fee-only, fiduciary financial planning firm located in the NYC metro area serving people nationwide. The firm was founded by Gabriel Kaplan, CFP® CPA

WHO DO WE WORK WITH?

  • Professionals with tax planning situations (i.e. stock compensation)

  • Business owners looking to create a cohesive financial strategy

  • Pre-retirees getting ready for retirement

We’re here to listen to your needs and guide through the financial planning process.

WHAT IS OUR PURPOSE?

Protect what you’ve built. Enjoy what you’ve earned. Our approach is to fully align with your needs and your goals, and provide our experience and knowledge to assist you along your road to financial freedom.

WHAT DO OUR CLIENTS WANT?

While every client's financial situation is unique, my experience has shown that everyone seeks three fundamental things:

  1. Simplicity. Our client wants clear, understandable financial strategies without jargon, convoluted processes, and straightforward advice. This helps them make better decisions with confidence.

  2. Action. Clients look for proactive steps and practical solutions that move their financial plans forward. They value a dynamic approach where plans are not only made but are also implemented efficiently, ensuring progress towards their financial goals.

  3. Oversight. Clients want someone to keep a steady eye on their finances, ensuring everything is on track and adjusting when necessary. They value having a reliable partner who watches over their investments and keeps them informed, making sure their financial plan evolves just right with their life’s changes.

WE HELP YOU ACHIEVE YOUR GOALS

At Wealth Habits, we understand that wealth is never about money—it’s about being in a position to do the things that matter most to you. Wealth is a tool to pursue your purpose in life. Managed properly, it can help you get more out of life. This is why we do what we do.

Whether your goal is planning for retirement, providing for your family or giving back to your community, we are committed to helping you define your purpose—then achieve it.

WHAT MAKES US DIFFERENT?

We are fiduciaries putting our clients’ best interests first. We provide you with a concierge service, taking a proactive role in your financial life. We earn the trust of every client by maintaining the highest level of honesty, integrity, and professionalism. We are always learning and continually seek opportunities to provide clients with individualized service and greater value.

TRANSPARENT FEES

Many investors are often in the dark about the fees they are charged, which is simply not fair. You have the right to full transparency. I am committed to ensuring you understand exactly what you're paying for and that you receive genuine value. By shedding light on often overlooked hidden costs, I help you avoid unnecessary expenses, empowering you to make smarter financial decisions.

OWNERSHIP AND INCENTIVES

Ownership matters. Wealth Habits is 100% owned by its employees. We believe that taking outside money (Such as venture capital) to build a financial planning business creates real conflicts of interest.

Want To Meet With An Advisor?

Let us help you plan your future, share more knowledge, and answer any questions.