Aaron Wealth Management

Aaron Wealth Management is an independent advisory firm working with Business Owners & High Net Worth families. Specializing in Corporate asset transfers, risk management & insurance solutions. We guide business owners, entrepreneurs, executives and wealthy families who are already challenged for time, through the complex process of ensuring the people and organizations they care about are taken care of. If you are like our other successful clients, you are looking to reduce your tax obligations, preserve your wealth and leave a legacy. We collaborate with your professional advisory team to achieve your desired outcomes. Our approach is simple. We make sure what is important to you gets done. We get you organized and provide a big picture view of your financial affairs, determine your strategy and help you to take action. We will simplify the complicated so you and your family can rest easy. Specialties: Individual Pension Plans to fund retirement goals, Minimizing the Passive Income Tax on your corporate assets, Life Insurance Solutions to fund estate tax liabilities, enhance intergenerational wealth transfer, fund buy-sell agreements, key person needs, and meet income replacement requirements.