AAFCPAs was founded in 1973 and quickly became known for distinctive strategic tax planning for individual clients; many family-owned entrepreneurial businesses. It was not until 2000 that we decided to get directly involved in investments after years of encouragement from clients with unmet needs for independent, honest investment advice and comprehensive wealth management. Today, AAF Wealth Management’s personalized, holistic approach is distinguished by its blend of objective investment advice, financial planning, and real-world goal setting/life planning to best meet each client’s short and long-term goals, while controlling risks and optimizing tax.
In 2012, the firm becomes an SEC Registered Investment Advisor (RIA) firm.
In 2019, Joel Aronson retires after a distinguished 45-year career. Friends, clients, and colleagues honor Joel at a Retirement Dinner Party for the tremendously positive impact his life has had on the AAFCPAs family, our clients, and our community.
Changes Name to AAF Wealth Management
In 2021, AAFCPAs Wealth Management changes its name to AAF Wealth Management to better reflect the company’s multi-disciplinary talent, which includes CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, Accredited Investment Fiduciaries (AIF®), professionals Certified in Long-Term Care (CLTC®) planning, licensed insurance advisors, and Chartered Life Underwriters.
AAF Wealth Management continues to thrive by staying true to high ethical standards, client-centric core values, and service excellence. We provide our clients with access to the resources of a 300+ member multi-disciplinary team with national & global reach. We leverage shared knowledge with New England’s preeminent CPA and Consulting firm to provide ensemble solutions delivered by specialists who address the full spectrum of our clients’ needs—including tax & estate planning. The best is yet to come!