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About AAF Wealth Management

AAF Wealth Management is a boutique Registered Investment Advisor (RIA) firm serving high net worth individuals and families. As an affiliate of AAFCPAs, Inc., we 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.

Highest Ethical Standards

As a Registered Investment Advisor (RIA) firm, led by CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, AAF Wealth Management is held to a high fiduciary standard, requiring that we:

  1. Put the client's best interests first;
  2. Act with prudence;
  3. Provide full and fair disclosure of all important facts;
  4. Avoid conflicts of interest; and
  5. Resolve unavoidable conflicts in the client's favor.

Members of our team are also licensed Certified Public Accountants (CPAs), and as such, must also maintain high ethical standards and adhere to a code of conduct requiring objectivity and integrity.