Estate Planning & Asset Protection

AAF Wealth Management Helps Safeguard Your Legacy and Financial Security.

AAF Wealth Management is dedicated to securing your financial future and ensuring your assets are well-protected. Our team is here to help guide you through the intricate landscape of estate planning, navigate tax complexities, and shield your assets from potential risks.

Our Mission: Preserving Your Legacy

At AAF Wealth Management, we understand that your assets represent more than just monetary value – they embody your legacy. Our central mission is to ensure your assets are distributed in accordance with your wishes, enabling you to maintain control over your financial legacy.


Comprehensive Asset Protection: Safeguarding Your Wealth

Life is riddled with uncertainties, some of which could pose a threat to your financial stability. Our Asset Protection services encompass strategies to minimize income, gift, and estate taxes, while also safeguarding your assets from potential creditors. Our robust approaches are designed to fortify your personal property.

Tailored Strategies for Diverse Needs

Recognizing the uniqueness of each individual’s circumstances, we partner with estate planning attorneys as appropriate to offer tailored solutions to address specific needs. Whether you’re a business owner, a real estate investor, a landlord, or a high-risk professional, an array of strategies, ranging from wills & intricate trusts to insurance & sound investment structures, are designed to cater to your distinct requirements.

Strength Through Partnership

AAF Wealth Management, an affiliate of AAFCPAs, is uniquely positioned to empower your journey to financial success. In additional to our CERTIFIED FINANCIAL PLANNER™ professionals (CFPs®), we have access to an exceptional reservoir of expertise, boasting over 300+ seasoned CPA and consulting professionals. This resource network includes CPAs, tax attorneys, trust & estate strategists, Consulting CFOs, and business transaction advisors, forming the backbone of our comprehensive service.