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8044 Montgomery Road, Suite 515
Cincinnati, OH 45236
Phone:
  • (513) 794-0305 or (877) 858-8881
Fax:
  • (513) 794-0201

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Kaplan, Litwin, Kaplan & Associates, Helping Build and Preserve Wealth Since 1981, one client at a time, Cincinnati, Ohio, Stifel

Kaplan, Litwin, Kaplan & Associates is a partnership providing a full range of investment and wealth-building strategies.  Established in 1981 and affiliated with Stifel since 2005, we have more than 100 years of combined industry experience, offering investment advice coordinated with our clients' other trusted advisors.

We help address the needs of high net worth families seeking to grow and preserve wealth over multiple generations by providing through Stifel:

  • Investment Advisory Services
  • Financial Planning Strategies
  • Trust and Estate Planning Strategies
  • Insurance Services
  • College Savings Plans
  • Retirement Planning Strategies
  • Corporate Executive Services
  • Corporate Finance
  • Investment Research
  • Comprehensive advice that incorporates tax, trust, estate planning strategies, and other aspects of our clients' lives

Our approach helps clients prioritize, organize, and simplify financial matters to help them take care of people they love and support the causes that are important to them.

We work best with clients who:

  • Value the advice of professionals and want Kaplan, Litwin, Kaplan & Associates to serve as their strategic advisor
  • Believe in our investment philosophy and the importance of strategic asset allocation and diversification
  • Are comfortable:
    • Discussing family goals and objectives
    • Providing full disclosure of experiences and financial resources
    • Integrating Kaplan, Litwin, Kaplan & Associates with other trusted advisors
  • Believe in and value multigenerational planning
  • Have investable assets of over $1 million
  • Are willing to be an advocate for Kaplan, Litwin, Kaplan & Associates

Stifel does not offer tax or legal advice.  You should consult with your tax and legal advisors regarding your particular situation.
Asset allocation and diversification does not ensure a profit or protect against loss.