Investment guidance & financial peace of mind for both the life you have and the life you envision.

Contact Us  

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.

Your financial journey with AAF Wealth Management

Helpful Content

Carmen Grinkis, Leading Lady 2024

Carmen Grinkis, Leading Lady 2024

Carmen Grinkis, Ph.D, CLTC, CLU®, CFP® was recently featured in Providence Monthly, Hey Rhody, and The Bay Magazine’s Leading Ladies 2024 spotlight, which included several inspiring, passionate, determined leaders who are making a difference in their Rhode Island communities. Carmen is a Wealth Advisor and Co-Managing Partner of AAF Wealth Management, a division of AAFCPAs.

The post Carmen Grinkis, Leading Lady 2024 appeared first on AAFCPAs.

From The Desk of Jonathan Bloom

From The Desk of Jonathan Bloom

Last quarter, we spent a lot of time talking about taxes, reviewing last year’s portfolio performance, and projecting income and expenses for the year ahead. Now, we’re focused on applying that insight to your financial plan and making sure there is alignment. I’m also working with many clients who need to set cash aside for […]

The post From The Desk of Jonathan Bloom appeared first on AAFCPAs.

From The Desk of Andrew Hammond

From The Desk of Andrew Hammond

Different times throughout the year provide different opportunities to explore certain personal financial planning strategies. At the end of the year, it’s taxes and Required Minimum Distributions (RMDs). But many of our conversations this time of year are about benefits. As we think about personal financial planning and benefits, consider the Health Savings Account (HSA). […]

The post From The Desk of Andrew Hammond appeared first on AAFCPAs.