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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.

Deep tax expertise is applied to all financial plans and investment management strategy. 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.

About AAFCPAs Wealth Management

Highest Ethical Standards

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 also include licensed CERTIFIED FINANCIAL PLANNERs™ (CFPs®), Accredited Investment Fiduciaries (AIFs®), and Certified Public Accountants (CPAs), and as such, must also maintain high ethical standards and adhere to a code of conduct requiring objectivity and integrity.