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.
Helpful Content
From the Desk of Jonathan Bloom
As the school year kicks off, the Bloom household is buzzing with new routines. Juliette is now in 5th grade, Jolie in 1st, and Jeanne is teaching 2nd grade. That shift means I’m now walking the girls to school each morning—a simple joy that gives me meaningful time with them before the day begins. Juliette […]
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Asset Sale vs. Stock Sale: Key Differences When Selling a Business
Selling a business can take many forms. Some owners transfer shares to employees through an Employee Stock Ownership Plan (ESOP). Others stage a management buyout or pass control gradually to family. But in most private company sales, the structure falls into one of two broad categories: asset sale or stock sale. The distinction matters. Each […]
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From the Desk of Kevin Hodson
As summer winds down and routines pick back up, we’re seeing the same shift in the markets—a return to activity and volatility after a relatively quiet season. September often brings movement, and this year is no exception. Between geopolitical developments and an upcoming Federal Reserve meeting, there’s a lot in play that could impact portfolios. […]
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