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Individual Investment Management

AAFCPAs Wealth Management provides personalized investment portfolio management solutions for high-net-worth individuals and their families. Our services are designed for those who appreciate tax optimization, transparency, integrity, independence, and personalization.

We manage your investments and ensure that they are consistent with your investment goals while controlling risk, tax, and optimizing investment performance. We specialize in investment advisory and money management.

Individual Portfolio Management

Investment Management solutions include:

  • Assessment of your individual or family needs and risk profile
  • Asset allocation strategies & selection
  • Recommending the appropriate portfolio mix
  • Investment plan implementation
  • Investment selection
  • Ongoing monitoring of investments
  • Performance attribution
  • Strategic portfolio rebalancing
  • Ongoing cost analysis
  • Education as needed or appropriate

Members of the AAFCPAs Wealth Management team are CERTIFIED FINANCIAL PLANNERs™ (CFPs®), certified Personal Financial Specialists (PFSs), and Certified Public Accountants (CPAs). Deep tax expertise is applied to all personal financial plans and wealth management solutions. We provide personal attention and guide our clients toward achieving their goals through informed, objective decisions, all while proactively controlling the inherent risks.

AAFCPAs Wealth Management chooses to be an independent, Registered Investment Advisory (RIA) firm, and we feel that our independence is key to offering financial planning and investment advice based on what is best for our clients.