In order to develop a meaningful financial plan or cogent institutional investment strategy, it is important to start with a solid foundation.
AAFCPAs Wealth Management is more than an investment advisor. Our comprehensive wealth management solutions blend objective investment advice, financial planning and real-world goal setting to best meet your short and long-term goals, while controlling risks.
We are led by a team of senior investment professionals, committed to ensuring high-quality, high-touch client service. We emphasize continuous and regular account supervision. We meet with clients quarterly, or as needed to review your investment strategy and if necessary, rebalance or change the portfolio based upon your evolving needs, goals and objectives.
Our personalized, holistic approach is the same, regardless of whether you are an individual managing wealth, or an institutional investor with fiduciary responsibility for organizational wealth.