Our Origin
WillowStone Wealth Management was founded by father-son team Joel & Max Kaplan. Joel and his team, after serving for years as financial advisors at a national firm, made the decision to create WillowStone Wealth Management. WillowStone Wealth Management was created in partnership with &Partners, a firm created for clients who seek the benefit of advice well done and supported by robust platforms like Fidelity. Joel and team are excited to bring their clients the tools, technology and flexibility that comes along with this partnership.
Our Core Values
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 standards of quality and professionalism, treating each client as part of our family, and upholding integrity in all of our relationships.
Excellence
Family
Integrity
Knowledge
Financial Clarity
Commitment
Our Mission
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.
Our Team
-
Joel Kaplan
Founder – Managing Director
WillowStone Wealth Management &Partners -
Max Kaplan, AWMA®
Co – Founder – Wealth Advisor
WillowStone Wealth Management &Partners -
Alben Portnoy
Co-Founder – Wealth Advisor
WillowStone Wealth Management & Partners -
Sue Ann Baker
Senior Client Associate
WillowStone Wealth Management & Partners -
Kathryn (KJ) Yuengel
Senior Client Service Specialist
WillowStone Wealth Management & Partners
