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Support Team

AAFCPAs

AAFCPAs Wealth Management Support TeamAAFCPAs 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.

Visit www.aafcpa.com for more information.

Fidelity Investment

AAFCPAs Wealth Management uses Fidelity Investments as a platform for independent custody, trading, and operational support.  We utilize their interface, technology and customer service to provide clients with low cost trade execution and a robust website to view their account.