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
Carmen Grinkis featured on The Bay March 2025
Note: This content originally appeared on the March 2025 issues of The Bay Magazine and Providence Monthly. I joined AAF Wealth Management in 2016, and since that time the firm’s assets under management have grown organically over 300%. I attribute this growth to our role as fiduciaries and our holistic, personalized approach in managing clients’ […]
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Kevin February 2025 Desk Memo
Clients frequently inquire about the potential impact of administrative changes on their financial plans and investments as well as our strategies for adapting to the current economic landscape. As we move through the year, we remain cautiously optimistic about the markets. Several indicators suggest that we could see positive performance provided certain conditions hold steady. […]
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AAF Wealth Management Q4 2024 Market Insights
In an ongoing commitment to keep you abreast on a range of issues that might affect your business and personal financial health, AAFCPAs is pleased to share Q4 2024 Market Insights published by AAF Wealth Management, a wholly owned subsidiary of AAFCPAs. This provides investors with an understanding of what’s driven performance of late. Overall, […]
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