A solid financial plan beats a four-leaf clover any day! But hey, a little luck never hurts. AAF Wealth Management wishes you all a Happy St. Patrick’s Day! #GreatMindsGreatHearts
AAF Wealth Management
金融服务
Westborough，Massachusetts 226 位关注者
Investment guidance & financial peace of mind for both the life you have and the life you envision.
关于我们
AAF Wealth Management is a boutique Registered Investment Advisor (RIA) serving high net worth individuals & families, retirement plan sponsors, and nonprofits & foundations. As an affiliate of AAFCPAs, Inc. (Westborough, Boston, Wellesley, and Waltham, MA), AAF Wealth Management is able to 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. AAF 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. Members of the AAF Wealth Management team are also CPAs, and 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. AAF Wealth Management, LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where AAF Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by our firm unless a client service agreement is in place. For information about our services, please visit our website at aafwealthmanagement.com.
- 网站
-
https://www.aafwealthmanagement.com/
AAF Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Westborough，Massachusetts
- 类型
- 私人持股
- 创立
- 2001
- 领域
- Individual Investment Management、Personal Financial Planning、Institutional Investing、Executive Retirement Plan Consulting、Insurance、Asset Protection、Estate Planning、Succession Planning和Tax Planning & Compliance
地点
-
主要
获取路线
50 Washington Street
US，Massachusetts，Westborough，01581
AAF Wealth Management员工
-
Kevin P. Hodson, CMT, CAIA, AIF?
Director of Investments at AAF Wealth Management
-
Jonathan Bloom, CFP?, AIF?
Partner & Wealth Advisor, CFP?
-
Carmen Grinkis, PhD, CLTC, CLU?,CFP?
Partner & Wealth Advisor at AAF Wealth Management
-
Cheryl Melendy
Client Service and Operations Manager at AAF Wealth Management
动态
-
Happy International Women’s Day! Today, AAF Wealth Management celebrates the achievements, resilience, and contributions of women in the financial profession and beyond. Let’s continue to empower and uplift the women who inspire us with their leadership, innovation, and dedication every day. #GreatMindsGreatHearts
-
-
Today, we reflect on the life and legacy of Dr. Martin Luther King Jr., whose vision for equality, justice, and unity inspires us to do better—not just as individuals, but as professionals and community members. At AAF Wealth Management, we are committed to fostering meaningful connections with our clients and empowering organizations to achieve their goals. In doing so, we aim to contribute to building stronger, more equitable communities for future generations. Together, let’s honor Dr. King’s dream by continuing to drive positive change and lifting each other up.
-
-
Wondering what drove the market rally in 2024? AAF Wealth Management quarter four report reveals the trends—and what to expect next. ? Despite notable Q4 volatility, 2024 was a standout year for investors, with the S&P 500 marking its second consecutive year of 20%+ returns. While the rally began with a narrow focus, it broadened mid-year before ending much like it started—with select stocks and sectors leading the charge. ? Dive into our latest insights to better understand today’s market landscape and prepare for the opportunities 2025 may bring. >> https://lnkd.in/eSaEnA-r ? #MarketInsights #WealthManagement #Q42024
-
-
Attention public service workers: Major changes to Social Security just took effect—here’s what you need to know! On January 5, President Biden signed the Social Security Fairness Act into law. This landmark legislation impacts teachers, firefighters, police officers, and their families by eliminating the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP). Discover what these changes mean for your benefits in our full blog. >> https://lnkd.in/eQdpxwWb At AAF Wealth Management, we’re here to help you navigate these changes and optimize your benefits for a secure financial future. If you have questions, please contact your AAF Wealth Management Partner. #PublicServiceBenefits #SocialSecurityInsights
-
-
Happy New Year! From all of us at AAF Wealth Management, we wish you a happy, healthy, and prosperous 2024!!
-
From all of us at AAF Wealth Management, we wish you a Happy Hanukkah! May this season of reflection and celebration illuminate the path to success and growth in the year ahead.
-
-
From all of us at AAF Wealth Management, we wish our friends, family, and colleagues a Merry Christmas!! May you have a safe and wonderful holiday!
-
-
They made a Christmas tree out of what? Balloons, old soda cans, garden hoses — #Tiverton RI yearly contest challenges residents to design and build a Christmas tree using all recycled materials. This year’s winner Carmen Grinkis, PhD, CLTC, CLU?,CFP?, managing partner and wealth advisor with AAF Wealth Management, took that to heart and drew on her childhood for inspiration by transforming recycled wood and other materials into a conically-shaped ‘tree’ complete with a homage to her old closet inside that included games, toys and other childhood mementos. She called the tree “Moon & Sun, Space & Time.” “When you go inside you’re actually entering into my closet from when I was 10 years old,” said Carm. “It’s such an indulgence for me to explore being a kid again.” https://lnkd.in/ekez7zuD?
-
We’re thrilled to share that AAFCPAs’ ninth annual #GivingTuesday drive raised over $25,000, bringing our lifetime contributions to mission-driven nonprofits to $223,000! AAFCPAs is inspired by the unwavering commitment of its nonprofit clients. Their dedication motivates us to give back and support the causes that matter most. From matching employee donations to hosting a virtual toy drive for children in need, we are proud to stand behind efforts that create meaningful change in our communities. We believe business can be a powerful driver of social change, and we’re committed to leading with purpose year-round. Together, we’re proving the difference compassionate individuals can make. Read more. >> https://lnkd.in/e4_iD6Ez #GivingTuesday2024 #10PercentBack
-