CONNECT

Address:

8044 Montgomery Road, Suite 515
Cincinnati, OH 45236

Phone:

(513) 794-0305 or (877) 858-8881

Fax/Other:

(513) 794-0201

Kaplan, Litwin, Kaplan & Associates, Cincinnati, Ohio, Investment Services

Pictured above, from left to right: Peter Krinas, Client Service Associate, Scott Litwin, Senior Vice President/Investments,
Tricia Dorcheff, Registered Client Service Associate, Howard Kaplan, Senior Vice President/Investments, Patricia Simha, Cashier I. 

 

About Kaplan, Litwin, Kaplan & Associates

  • We emphasize multigenerational relationships
    • We believe investment planning is most effective when the whole family is considered – including future generations
    • Many of our client relationships involve three generations of families
       
  • Concierge service is key to our approach
    • We work hard to anticipate your needs and respond whenever you need us
    • We employ every resource at our command to give you what you need
       
  • We do business on a referral-only basis
    • Our clients are our best advocates
    • We don't make cold calls
       
  • We are responsive
    • The market, economy, and needs of clients change
    • We are disciplined investors and know the difference between what is appropriate for our clients and what is popular at the moment
    • KLK Wealth Management Group applies new disciplines and techniques when our clients can benefit