History of AAF Wealth Management
In 2021, AAFCPAs Wealth Management changed 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 remains a proud affiliate company of AAFCPAs (Westborough, Boston, Wellesley, Waltham, MA), the preeminent tax, assurance, and consulting firm with national and global reach.
AAFCPAs Wealth Management was founded as HighSight LLC in 2000 by AAFCPAs Partner, Joel Aronson, CPA, PFS to fulfill unmet individual client needs for independent, honest financial advice. His personalized, holistic approach was to blend 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.
In 2012, AAFCPAs Wealth Management became an SEC Registered Investment Advisor (RIA) firm.
In 2016, HighSight LLC rebranded and changed its name to AAFCPAs Wealth Management to better reflects the company’s close affiliation with AAFCPAs, the preeminent tax, assurance, and consulting firm with national and global reach for nonprofits, privately-held companies, and their individual owners and investors.
In 2018, AAFCPAs Wealth Management announced the transition of leadership to Carmen Grinkis, PhD, CLTC, CFP® and Andrew Hammond, CFP®.
At the end of 2019, Joel Aronson retired from AAFCPAs after a distinguished 45-year career as Partner, Wealth Advisor, & Founder of AAFCPAs Wealth Management. Friends, clients, and colleagues honored Joel at a Retirement Diner Partner in November 2019 for the tremendously positive impact his life has had on our firm, our clients, and our community.
In recognition of Joel’s contributions, AAFCPAs introduced the Joel Aronson Character Award. This Award and accompanying $1000 gift are given annually to the AAFCPAs team member who best epitomizes Joel’s honorable character, work ethic, and client dedication. We were pleased to announce Julius Wakaba as the 2019 recipient of the inaugural Joel Aronson Character Award.
