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WillowStone Wealth Management

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area Princeton
CRD Number
Website willowstonewealth.com
Client types

Overview

WillowStone Wealth Management is a boutique wealth manager founded by Joel and Max Kaplan to deliver holistic planning and investment management for high-net-worth families, professionals, business owners and retirees. The firm emphasizes discovery-led planning, tailored portfolios, fixed-income solutions and retirement planning, with offices in New Jersey and Florida. WillowStone provides client access to advisory and brokerage services through &Partners, LLC and uses Fidelity/National Financial Services as primary custodian. The practice highlights a high-touch client experience, education-driven insights, and coordinated strategies that integrate investments, cash flow, taxes and legacy priorities to help clients “make every moment count.”

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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