Wealth Management Solutions | AAF Wealth Management

AAF Wealth Management is much more than an investment advisor. Our comprehensive wealth management solutions blend thoughtful and objective investment advice from a deep team, including proactive financial and tax planning with real-world goal setting to best meet your short and long-term goals, while controlling risks.

Individual Investment Management

We develop an investment strategy, select appropriate investment vehicles, and monitor and adjust the portfolio over time to reach your financial goals.

Executive Retirement Plan Consulting

We provide guidance and advice to businesses and executives regarding retirement plans, such as 401(k) plans, pension plans, and deferred compensation plans, to help them maximize their benefits and minimize their tax liabilities.

Estate Planning

We help individuals and families plan for the distribution of their assets after their death, by creating a will, trust, or other legal documents, and minimizing the impact of estate taxes.

Personal Financial Planning

We develop a comprehensive financial plan for individuals, covering all aspects of their financial life, including budgeting, saving, investing, retirement planning, and risk management.

Insurance

We provide individuals and businesses with insurance policies to protect against financial losses from events such as accidents, illness, or property damage.

Succession Planning

We help business owners plan for the transition of their business to a new owner or generation, by developing a succession plan, transferring ownership and management, and minimizing taxes and other costs.

Institutional Investing

We manage investment portfolios for institutional clients such as pension funds, endowments, and foundations, with a focus on achieving long-term financial goals and managing risk.

Asset Protection

We help individuals and businesses protect their assets from legal claims, lawsuits, and other risks, by implementing strategies such as insurance, trusts, and other legal structures.

Tax Planning & Compliance

We help individuals and businesses navigate the complex tax laws and regulations, by developing tax-efficient strategies, preparing tax returns, and ensuring compliance with tax laws and regulations.