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AAF Wealth Management is a boutique Registered Investment Advisor (RIA) serving high net worth individuals & families, retirement plan sponsors, and nonprofits & foundations. As an affiliate of AAFCPAs, Inc. (Westborough, Boston, Wellesley, and Waltham, MA), AAF Wealth Management is able to leverage shared knowledge with New England’s preeminent CPA and Consulting firm to provide insightful planning that considers the full range of tax implications to our clients’ financial lives. AAF Wealth Management solutions are designed to bring peace of mind to those who appreciate strategic, comprehensive planning and investment strategies aligned with each client’s unique risk preference.
Members of the AAF Wealth Management team are also CPAs, and deep tax expertise is applied to all financial plans and investment management strategy. We provide personal attention and guide our clients toward achieving their goals through informed, objective decisions. Our focus is to educate and enlighten so that you are fully empowered to make the best decisions. Although the decisions are yours to make, we are there for you every step of the way, providing you with perspective and clarity to help you set and achieve your financial planning goals.
AAF Wealth Management, LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where AAF Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by our firm unless a client service agreement is in place. For information about our services, please visit our website at aafwealthmanagement.com.
Company Details
- Employees
- 9
- Founded
- -
- Address
- 50 Washington Street, Westborough,massachusetts 01581,united States
- Industry
- Financial Services
- Keywords
- Individual Investment Management, Personal Financial Planning, Institutional Investing, Executive Retirement Plan Consulting, Insurance, Asset Protection, Estate Planning, Succession Planning, Tax Planning & Compliance.
- HQ
- Westborough, Massachusetts
Aaf Wealth Management Questions
AAF Wealth Management's website is https://www.aafwealthmanagement.com/
AAF Wealth Management's LinkedIn profile is https://www.linkedin.com/company/aaf-wealth-management
AAF Wealth Management has
9 employees.
View email and phone details for 9
employees at AAF Wealth Management.
AAF Wealth Management's industry is
Financial Services
AAF Wealth Management's top competitors are
Vfa | Gordian Solution,
Forrester,
Veritas Boston Wealth Management,
Beacon Financial Planning,
Spyglass Printing And Spyglass Promo,
Captrust,
Legacy Advisors,
Aafcpas,
Middlem Creative,
Monument Group Wealth Advisors, Llc.
AAF Wealth Management's categories are Financial Services
AAF Wealth Management's founding year is 2001
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Top AAF Wealth Management Employees
-
Jonathan Bloom, CFP®, AIF®
Partner & Wealth Advisor, Cfp®
Greater Boston, United States2assetstrategyrc.com, gmail.com2 +178123XXXXX
-
Kevin P. Hodson, CMT, CAIA, AIF®
Director Of Investments At Aaf Wealth Management
Greater Boston, United States -
Cheryl Melendy
Client Service And Operations Manager At Aaf Wealth Management
Worcester County, Massachusetts, United States, United States3aafcpa.com, lighthouse-academies.org, csssinc.org -
Carmen Grinkis, PhD, CLTC, CLU®,CFP®
Partner & Wealth Advisor At Aaf Wealth Management
Greater Boston, United States, United States2hotmail.com, incomeprotectionpartners.com1 +177451XXXXX
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