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Michael Kaplan
With a penchant for building strong connections, I serve as a champion to address the sophisticated challenges that individuals often face.

Michael Kaplan, CFP®

Wealth Advisor

Michael Kaplan, CFP®


617.654.2465

michael.a.kaplan@jpmorgan.com

50 Rowes Wharf, 4th Floor
Boston, MA 02110

About Michael

Michael Kaplan is a Wealth Advisor and CFP with J.P. Morgan Wealth Management. As a partner of The Corbett Mason Group, Michael draws on his strong relationship management skills to deliver tailored financial planning for the team’s high-net-worth clients and their families. With a penchant for building strong connections, he serves as a champion to that helps to address the sophisticated challenges that individuals often face.

Michael employs a thorough discovery process to identify each client’s unique goals and risk parameters. He integrates these inputs with planning tools and modeling simulations to explore  potential  trade-offs and outcomes. Michael carefully considers both sides of the balance sheet to develop a suitable roadmap to help pursue personalized wealth management objectives—retirement, estate planning and customized portfolios. He serves as a liaison to the private bank to help address mortgage, lending and credit needs. Additionally, Michael has a special affinity for leveraging Exchange Funds to help diversify concentrated equity holdings while deferring any taxes from capital gains.

Enthusiastic about working with people, Michael collaborates alongside attorneys and accountants to help ensure that all recommendations align with the entirety of each individualized scenario. He is known for his ability to ‘get the job done’, and serves as the point person to guide clients through a myriad of opportunities and issues. Michael blends his  business  development and operational capabilities to foster an environment where clients can excel. In 2021, The Corbett Mason Group was named a Barron’s Top 100 Team.1

Michael began as an Advisor at Ameriprise Financial and over the course of his career, he has built a well-diversified background that includes technological skills,  sales  support and strategic marketing. He joined the team at Bear Stearns and transitioned with them to Morgan Stanley/Smith Barney. While there, he was named to the firm’s Pacesetter’s Club, a global recognition program for Financial Advisors who, within their first five years, demonstrate the highest professional standards and first class client service.

A graduate of St. Lawrence University, Michael has amassed more than 13 years of industry experience. He holds the CERTIFIED FINANCIAL PLANNER™ designation, which empowers him to develop wealth management strategies that target short- and long-term goals.

Born in Greece, Michael had a global upbringing that spanned Portugal, Maryland and the Berkshires in Western Massachusetts. He currently resides in Boston’s Dorchester neighborhood with his wife and young daughter. Michael and his family like to take advantage of all the area has to offer, including the city’s vibrant food scene, enjoying their time at the beach, and at the outdoor theater and art scene in nearby Portsmouth, New Hampshire, as well as the Berkshires.

 

 

1.This is Barron’s ranking of wealth advisory teams that specialize in serving individuals and families. The teams are ranked on a variety of factors, including their size and shape, the regulatory records and credentials of their members and the resources they have at their disposal to serve their client bases. The teams listed specialize in managing wealth on behalf of individuals and families, as opposed to large organizations and companies. An increasing number of these teams provide services extending beyond investment management: estate planning, taxes and philanthropy.

 

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