WILLOWSTONE WEALTH MANAGEMENT

WillowStone Wealth Management was founded by father-son team Joel & Max Kaplan. Joel, after serving for years as a successful financial advisor at a national firm, and his team made the decision to create WillowStone Wealth Management. WillowStone Wealth Management was created in partnership with &Partners, a firm designed for clients who seek the benefit of advice well done, and supported by robust platforms like Fidelity, We are excited to bring our clients the tools, technology and flexibility that comes along with this partnership... Our mission at WillowStone Wealth Management is to empower families to realize their financial aspirations and help ensure lifelong financial independence, thereby helping to foster a legacy of prosperity for future generations... At WillowStone Wealth Management, our core values of Excellence, Family, Integrity, Knowledge, and Financial Clarity, drive every aspect of our services and interactions. We are committed to maintaining the highest..

Primary location: Westfield United States