Investment guidance & financial peace of mind for both the life you have and the life you envision.

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Your Custom Financial Plan

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.

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.

Your financial journey with AAF Wealth Management

Helpful Content

Why More Business Owners Are Turning to ESOPs for Succession

Why More Business Owners Are Turning to ESOPs for Succession

Why More Business Owners Are Turning to ESOPs for Succession

More business owners are turning to employee stock ownership plans (ESOPs) to ensure continuity, reward long-serving team members, and transition out with intention. Unlike sales to outside buyers, ESOPs keep ownership within the company, preserving institutional knowledge and culture. Beyond continuity, ESOPs provide a pathway to liquidity that aligns with both financial goals and legacy. […]

The post Why More Business Owners Are Turning to ESOPs for Succession appeared first on AAFCPAs.

Buy-Sell Agreements, Life Insurance & Business Valuation: What Owners Must Know

Buy-Sell Agreements, Life Insurance & Business Valuation: What Owners Must Know

Business owners are often reluctant to plan for the eventual transition of ownership, even though the need for succession is inevitable, whether it comes through retirement or unforeseen circumstances. Too often, the process is delayed because it feels premature, uncomfortable, or overwhelming. Some believe that having life insurance or a signed agreement in place is […]

The post Buy-Sell Agreements, Life Insurance & Business Valuation: What Owners Must Know appeared first on AAFCPAs.

AAF Wealth Management Q2 2025 Market Insights

AAF Wealth Management Q2 2025 Market Insights

AAF Wealth Management Q2 2025 Market Insights

In an ongoing commitment to keep you abreast on a range of issues that might affect your business and personal finances, AAFCPAs is pleased to share Q2 2025 Market Insights published by AAF Wealth Management, part of the AAFCPAs family of companies. This provides investors with an understanding of what’s driven performance of late. With […]

The post AAF Wealth Management Q2 2025 Market Insights appeared first on AAFCPAs.