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 Planning Pro Tip for Married Couples: Don’t Overlook Portability
In this article: Estate planning ensures that wealth transfers happen efficiently with minimal tax exposure. One of the most powerful tools in the estate planning toolkit for married couples is portability, which allows a surviving spouse to inherit any unused federal estate tax exemption from their deceased partner. It is a concept that can significantly […]
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AAF Wealth Management 2025 Market Insights
AAF Wealth Management Market Insights | Webinar On-Demand In an ongoing commitment to keep clients abreast on a range of issues that might affect your business and personal financial health, AAF Wealth Management’s Wealth Advisor and Director of Investments Kevin Hodson, shared what has driven performance of late along with thoughts on variables that could […]
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AAF Wealth Management Expands Advisory Team
Boston, MA (May 26, 2025)—AAF Wealth Management, a boutique Registered Investment Advisory (RIA) firm serving clients focused on long-term wealth preservation, today announced the addition of two new team members, Michael Shook and Russell Almstrom, CRPC®. Both Michael and Russel bring expertise in client service, investment operations, and financial planning, enhancing our commitment to providing […]
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