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

Families &
Individuals

We truly care about the families and individuals we serve.

We practice with high ethical standards.

We converse as needed to update your plan and assess your situation.

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Retirement Plan
Sponsors

Understand your personal risks & legal obligations.

401(k), 403(b), Defined Benefit, Money Purchase Pensions, and Non-Qualified 409A & 457 plans.

Fiduciary consulting & investment advisory solutions so you may deliver the best possible benefit to employees with the least amount of risk.

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Non-Profits &
Foundations

We fully understand the nuances of nonprofits & foundations.

Institutional investment advice, money management, executive deferred compensation & succession planning

We construct financial strategies which help enhance and leverage the use of your assets.

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Our Mission is to provide valuable peace of mind to those who share the awesome responsibility to manage wealth.

How may we help you?

AAF Wealth Management applies deep tax expertise to all personalized financial plans and investment guidance.

With so many aspects of wealth to coordinate, your financial life may feel like a business that needs full time management. We serve as your 'personal CFO' to forecast, implement, monitor, and react in ways that keep your financial plan on course and bring your long-term goals into clear view. Our wealth management solutions blend thoughtful, objective advice from specialists who address the full spectrum of your needs.

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AAF Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where AAF Wealth Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by AAF Wealth Management unless a client service agreement is in place. AAF Wealth Management provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. AAF Wealth Management is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.