(June 21, 2021) – AAFCPAs Wealth Management today announces the adoption of AAF Wealth Management as its global brand name. The change better reflects the company’s multi-disciplinary talent, which includes CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, Accredited Investment Fiduciaries (AIF®), professionals Certified in...
(June 21, 2021) – AAFCPAs Wealth Management today announces the adoption of AAF Wealth Management as its global brand name. The change better reflects 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, and licensed insurance advisors.
AAF Wealth Management remains a proud affiliate company of AAFCPAs (Westborough, Boston, Wellesley, and Waltham, MA), the preeminent tax, assurance, and consulting firm with national and global reach. This affiliation allows AAF Wealth Management to focus on clients’ futures with the full support of 270+ tax, estate, and investment management professionals. This includes some of the most highly skilled Certified Public Accountants (CPAs) and Tax Consulting Attorneys in the nation.
AAF Wealth Management is a boutique Registered Investment Advisor (RIA) firm serving high net worth individuals and families. As an affiliate of AAFCPAs, Inc., we leverage shared knowledge with New England’s preeminent CPA and Consulting firm to provide insightful planning that considers the full range of tax implications to our clients’ financial lives.
AAF Wealth Management solutions are designed to bring peace of mind to those who appreciate strategic, comprehensive planning and investment strategies aligned with each client’s unique risk preference.
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