Your Custom Financial Plan
Wealth expands opportunities. It also expands your need for advisors who keep the full extent of your financial life in order while valuing your trust and confidence above all else.
AAF Wealth Management was built to meet this need. Our comprehensive financial planning, investment expertise, and commitment to the highest ethical standards make us the rare partner that can truly help you enjoy your financial freedom.
We believe that the future you envision cannot be achieved through investments alone. It is instead made real through the interplay of all the elements that comprise your financial life.
Jan & Jef: Unique from the very beginning…
Jan and Jef D’Entremont are current clients. They came to AAF Wealth Management in search of a holistic approach to their financial planning, one that would look at all aspects of their assets and income to help construct to a path for early retirement. AAF Wealth Management provides personal financial planning, investment management, estate planning, and tax planning & compliance services.
Helpful Content
Making Space for What Matters Most
Personal financial planning is something we go through together, evolving as we age andorganize our lives. It’s a process that’s ongoing, unique, and deeply personal—reminding us that each stage brings new perspectives and needs. Recently, I was reminded of that truth in a very personal way. One of my clients shared how she refinished her […]
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AAF Wealth ManagementQ4 2025 Market Insights
In an ongoing commitment to keep you abreast on a range of issues that might affect your financial planning, AAFCPAs is pleased to share Q4 2025 Market Insights published by AAF Wealth Management, a wholly owned subsidiary of AAFCPAs. This provides investors with an understanding of what’s driven market performance of late. Markets closed 2025 […]
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Give the Gift of an Estate Plan
The holiday season brings thoughts of giving—carefully chosen gifts that show love, create lasting memories, and sometimes provide practical value for years to come. For families thinking beyond this year’s celebrations, the most meaningful gifts might be the ones that keep giving long after the wrapping paper is cleared away. Estate planning in 2025 and […]
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