Michael KaplanMichael Kaplan, CFP®
Wealth Advisor

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

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 15 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 two daughters. 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.

Insights

Investing

Today’s U.S. real estate dilemma: Buy, build, sell now—or wait?

September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read Now
Investing

Big market swings are tough, but staying invested is crucial 

September 15, 2022Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm.Read Now
Investing

Market Thoughts: Today’s key investor question is, “What’s in the price?”

September 14, 2022A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fed to keep fighting.Read Now
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(617) 654-2465michael.a.kaplan@jpmorgan.com