About AAFCPAs Wealth Management
AAFCPAs Wealth Management is a boutique, fee-based Registered Investment Advisor (RIA) firm serving individuals & families, retirement plan sponsors, and nonprofits & foundations. As an affiliate of AAFCPAs (Westborough, Boston, Wellesley, MA), AAFCPAs Wealth Management is able to leverage shared knowledge, providing insight into long-range planning, with full consideration for tax implications. AAFCPAs Wealth Management’s solutions are designed for those who appreciate honesty, tax expertise, and personal attention.
Our Mission is to provide valuable peace of mind to those who share the awesome responsibility to manage wealth.
Members of the AAFCPAs Wealth Management team are also CPAs, and deep tax expertise is applied to all financial plans and investment management. We provide personal attention and guide our clients toward achieving their goals through informed, objective decisions. Our focus is to educate and enlighten so that you are fully empowered to make the best decisions. Although the decisions are yours to make, we are there for you every step of the way, providing you with perspective and clarity to help you set and achieve your financial planning goals.