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.
From Our Clients
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.
Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Jan and Jeff D’Entremont are current client of AAF Wealth Management and AAFCPAs. Tax planning & compliance is performed as part of the clients’ personal financial planning and wealth management. This presents a conflict of interest because it may financially incentivize them to provide a testimonial.
Helpful Content
After the Space Is Made: The Subtle Shift from Decluttering to Transformation
In her latest column in The Bay, Carmen Grinkis, PhD, CLTC, CLU®, CFP®, Co-Managing Partner & Wealth Advisor at AAF Wealth Management, explores the surprising transformation that can occur after we let go of what no longer serves us and make space for what matters most.
The post After the Space Is Made: The Subtle Shift from Decluttering to Transformation appeared first on AAFCPAs.
AAF Wealth Management’s Carmen Grinkis Shares Personal and Financial Perspective in The Bay
What we choose to keep, change, or leave behind can reveal a great deal about our priorities. Carmen Grinkis considers how the clarity that follows letting go can extend to financial planning, helping us think more deliberately about the resources that support our lives.
The post AAF Wealth Management’s Carmen Grinkis Shares Personal and Financial Perspective in The Bay appeared first on AAFCPAs.
AAF Wealth Management Q3 2026 Market Insights
In an ongoing commitment to keep you abreast on a range of issues that might affect your business, AAFCPAs is pleased to share Q3 2026 Market Insights published by AAF Wealth Management, a wholly owned subsidiary of AAFCPAs. This provides investors with an understanding of what’s driven performance of late.
The post AAF Wealth Management Q3 2026 Market Insights appeared first on AAFCPAs.