Client Testimonials

Jan & Jef: Unique from the very beginning…

Jan and Jef D’Entremont are current clients. They came to AAF Wealth Management in search of a holistic approach to their financial planning, one that would look at all aspects of their assets and income to help construct to a path for early retirement. AAF Wealth Management provides personal financial planning, investment management, estate planning, and tax planning & compliance services.

Cerise Lim Jacobs talks about the canopy of service offered by One Firm!

Cerise Lim Jacobs, Founder and Executive Producer of White Snake Projects, is a current client. Cerise and her late husband Charles have had a 50+ year relationship with AAFCPAs and AAF Wealth Management. It was important to Cerise and Charles to have a “one stop shop,” with everyone in one firm that they trusted.

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Cerise Jacobs is a current client of AAF Wealth Management and AAFCPAs. As part of its 10% Back to Nonprofits Program, the firm supports great nonprofits that add to the quality of life in our community. This has included Cerise’s organization, White Snake Projects. This presents a conflict of interest because it financially incentivizes her to provide a testimonial.