Scott Kaplan is the Director of Strategies for Wealth’s Investment Group since June of 2010. Strategies for Wealth, is one of the region’s premiere financial services firms, with offices in Manhattan, Rye Brook, and Jericho, NY as well as offices throughout New England. As director, Scott and his team are responsible for providing strategic investment advice and management to the firm’s financial representatives and their clients.
Scott has devoted his professional life to assisting others achieve the highest level of financial success. He has made it his priority to ensure maximum wealth potential through design. The planning process examines every area of the financial picture, integrating each facet into a single strategy unique to client goals. He and his team will bring efficiency to your financial decisions.
Prior to joining Strategies for Wealth, Scott was an advisor with Opus Advisory Group, LLC in Purchase, NY. Scott is well respected by his peers and has been interviewed by WCBS New York for his understanding of the global financial markets. He has been a perennial Leader’s Club member, as well as being recognized as a Five Star Wealth Manager for Westchester County, New York in 2009 and 2010.
Scott is a graduate of Palmer College where he obtained his BS degree, as well as a DC degree.
A native of Brooklyn, New York, he has also lived in Lawrence, Kansas, as well as, Davenport, Iowa. Scott currently resides in Larchmont, NY with his three children. In his spare time, he enjoys performing with his band, tennis, and coaching his children’s various sports teams.
Date and Time
Tue, Oct 13, 2020
10:00a - 11:00a EST