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About AAFCPAs Wealth Management

AAFCPAs Wealth Management is a boutique Registered Investment Advisor (RIA) serving high net worth individuals and families. As an affiliate of AAFCPAs, Inc., we leverage shared knowledge with New England’s preeminent CPA and Consulting firm to provide insightful planning that considers the full range of tax implications to our clients’ financial lives.

AAFCPAs Wealth Management solutions are designed to bring peace of mind to those who appreciate strategic, comprehensive planning and investment strategies aligned with each client’s unique risk preference.

Highest Ethical Standards

Our advice is independent and we are precluded from receiving commissions, fees or any other form of compensation from any 3rd party or financial products company. As a Registered Investment Advisor (RIA), AAFCPAs Wealth Management is held to a high fiduciary standard, requiring that we:

  1. Put the client's best interests first;
  2. Act with prudence;
  3. Provide full and fair disclosure of all important facts;
  4. Avoid conflicts of interest; and
  5. Resolve unavoidable conflicts in the client's favor.

Members of our team are also licensed Certified Public Accountants (CPAs), and as such, must also maintain high ethical standards and adhere to a code of conduct requiring objectivity and integrity.