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
Estate Tax Alert: Protecting Assets from the 2026 Exemption Reduction
AAFCPAs advises clients to consider proactive strategies to shield their assets now from steep tax liabilities should the estate tax exemption be left to decrease to $7 million on January 1, 2026. Now is the time for high-net-worth individuals to consider wealth transfer and gifting strategies that can help you maintain control while also locking […]
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AAF Wealth Management Q3 2024 Market Insights
AAFCPAs is pleased to share the following Q3 2024 Market Insights published by AAF Wealth Management, a subsidiary of AAFCPAs. While world markets were relatively calm, we saw a bit more volatility this quarter in the investing and political arenas. Coming out of an uneventful first half of the year, the combination of more realistic […]
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Talking With Children About Significant Wealth Transfer
Discussing a significant inheritance with your children, grandchildren, or other family members can be challenging. If you’re like most, you may not know where to start or how to approach the topic. However, you do understand how important it is and the impact it can have on their future, values, and life choices. Understanding the […]
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