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Individuals and Families

Wealth expands opportunities. It also expands your need for advisors who keep the full extent of your financial life in order while valuing your trust and confidence above all else.

AAF Wealth Management was built to meet this need. Our comprehensive financial planning, investment expertise, and commitment to the highest ethical standards make us the rare partner that can truly help you enjoy your financial freedom.

We believe that the future you envision cannot be achieved through investments alone. It is instead made real through the interplay of all the elements that comprise your financial life.

Our approach can be summarized in four words:

YOUR GOALS COME FIRST.

At AAF Wealth Management, we developed and fine-tuned our approach over the course of nearly three decades managing wealth for high net worth families and individuals. We are an independent advisor and a fiduciary, which means all our work is geared to meet your best interests.

Our affiliation with AAFCPAs, one of the largest CPA firms in Massachusetts, also allows us to focus on your future with the full support of 300+ tax, estate, and investment management professionals.

We know that while financial strategies may have common characteristics, your goals are personal, unique, and in progress. We listen to you carefully to understand what is most important to you before considering the right path. We then use our CERTIFIED FINANCIAL PLANNER™ professional (CFP®)-based approach to provide a holistic, tax-efficient, and intelligent portfolio centered on your goals—and your goals alone.

How we help families and individuals

Identify and prioritize goals

Every financial planning situation is unique and requires a careful and comprehensive plan. We work diligently to understand each client’s needs, circumstances, priorities, and goals and then set clear financial objectives and a plan to achieve them.

Manage risks

As part of the financial planning and wealth management process, we provide specialized solutions to address the complex risk areas that often arise when you accumulate wealth, such as: complicated tax situations, asset protection, estate planning, assisting you with the sale of your business, trusts, and intergenerational issues. Members of the AAF Wealth Management team are also CPAs, and deep tax expertise is applied to all financial plans and investment management. Our goal is to control risks, including the effect of taxes on your investments.

Implement a sound investment strategy

Investment planning is a disciplined process, and begins with a well-documented strategy. AAF Wealth Management will consult with you to provide a written, measurable investment strategy which is unique to your goals, circumstances, and risk tolerance. We find that documented investment strategies help mitigate emotional investment decisions and lead to well-informed decision making, and more consistent investment performance.

Closely monitor and adjust as needed

Solutions do not stop at plan design, because we know that even the simplest financial planning and asset allocation strategies need rebalancing on occasion. Your life story, goals and financial needs will most certainly evolve and change over time. In order to keep your financial plan aligned with your objectives, we provide close monitoring and meet as needed to suggest adjustments as appropriate to help you stay on track.