Holistic Wealth Management and Tax Planning Under One Roof
Wealth management and tax planning are inseparable. Every major life change—career shift, inheritance, sale of a property—can have tax implications that affect your short- and long-term financial plan. AAF Wealth Management, part of the AAFCPAs family of companies, integrates tax planning into holistic personal financial planning by treating it as an ongoing, proactive process rather than a once-a-year filing event. Our integrated approach enables real-time collaboration between your wealth advisor and AAFCPAs’ tax professionals, as appropriate, reviewing tax-sensitive opportunities across multiple areas. We consider tax implications for each area rather than in isolation.
With CERTIFIED FINANCIAL PLANNER® (CFP®) professionals, Accredited Investment Fiduciaries (AIF®), and consulting estate and tax attorneys working alongside CPAs, we deliver proactive solutions tailored to business owners, executives, and high-net-worth families with complex financial needs. Whether planning for multi-generational wealth transfer, managing equity compensation, or optimizing investment tax efficiency, our approach is designed to help preserve and grow your wealth with a focus on tax efficiency.
Seamless Tax Integration
True financial planning requires more than a once-a-year tax review. Our continuous, year-round approach ensures your tax strategy evolves in real time—adapting to changes in your life, your business, and the broader tax environment.
Regardless of whether clients work with both AAF Wealth Management and AAFCPAs, or continue with their existing CPA and tax advisors, our commitment remains unwavering. We focus on identifying tax-sensitive opportunities across all facets of your financial life and help ensure that strategic recommendations are properly implemented and compliant, so your financial plan stays effective and robust.
Here’s how our collaborative process works in practice:
We start by truly understanding you. Your goals, circumstances, and values guide every tax-sensitive recommendation we make.
We uncover opportunities others may miss. From life events to investment shifts, we identify where timing, structure, or strategy may reduce taxes and increase long-term wealth.
We analyze multiple paths forward. Our scenario modeling shows you the potential impact of each option before you decide.
We tailor recommendations to your goals. Every strategy is built for your unique situation, with tax efficiency as a core design principle.
We communicate clearly and meet you where you are. Complex topics are explained in plain language so you always feel confident and in control.
We stay with you for the long run. Continuous monitoring ensures your plan adapts as your life, goals, and tax laws evolve.
Whether working with our in-house tax professionals at AAFCPAs or in coordination with your existing advisors, we ensure your financial strategy remains well-coordinated and aligned—so you’re better prepared at tax time.
Advanced Tax Strategies
High-net-worth individuals and business owners require more than conventional tax planning. Our team specializes in advanced tax strategies designed to help preserve wealth across generations. Whether structuring a business exit, designing trusts, or leveraging tax-efficient charitable giving, our expertise supports a plan that is sophisticated, strategic, and aligned with your broader financial goals.
We recognize that wealth is about more than numbers; it represents a lifetime of achievement, aspirations for your family, and a legacy for future generations. That is why we take a deeply personal approach, helping to ensure your financial moves are intentional, tax-smart, and aligned with your vision for the future.
Talk Taxes and Wealth: Contact Dan Seaman, CPA, Tax Partner, AAF Wealth Management
AAF Wealth Management is an affiliate of AAFCPAs. Clients are not required to engage both firms, and may choose to work with independent tax advisors. Investment advisory services are offered through AAF Wealth Management, a registered investment adviser. This material is intended for informational purposes only and does not constitute personalized tax or investment advice.