A well-crafted estate plan can safeguard your loved ones and ensure your wishes are honored. But how do you know whether a will, a trust, or both are right for you? Learn more at: https://lnkd.in/gPFqEjFZ
关于我们
Aaron Wealth Advisors is a registered independent advisory firm dedicated to helping sophisticated individuals, multi-generational families, and family offices manage the complex business of their wealth. Founded by veteran investment advisor Gary Hirschberg, Aaron Wealth Advisors is the next evolution in wealth management. Grounded in a client-centric mindset, our firm enhances the institutional quality of our platform by integrating highly personalized service and a comprehensive array of independent investment solutions.
- 网站
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https://www.aaronwealth.com/
Aaron Wealth Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Chicago，Illinois
- 类型
- 私人持股
- 创立
- 2018
- 领域
- Wealth Management、Financial Planning、Financial Advisory、ESG Investing、Investment Management、Philanthropy、High Net-Worth和Market Research
地点
Aaron Wealth Advisors员工
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Jenn Barry, CFA, CFP?
Chief Administrative Officer at Aaron Wealth Advisors
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Alex Fedynsky, J.D.
Partner, Investment Advisor & Wealth Planner
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Gary Hirschberg, JD, CTFA
CEO & Founding Member @ Aaron Wealth Advisors | MBA, JD, CTFA, Attorney
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Adrianna Stasiuk
Partner, Investment Advisor, at Aaron Wealth Advisors
动态
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Jenn Barry, CFA, CFP? and Adrianna Stasiuk are back in Sheridan Road Magazine - celebrating leadership and purpose-driven impact with other women at the Power Women 2024 luncheon. https://lnkd.in/e-NiVMv2
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Generational wealth is more than just money—it's about passing down values, wisdom, and a lasting legacy. Start the conversation this holiday season. Learn more: https://lnkd.in/g69QBYHw
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Not sure where to start with estate planning? Adrianna Stasiuk, Partner, Investment Advisor, breaks down the differences between wills and trusts to help protect your wealth and family’s future. https://lnkd.in/gPFqEjFZ
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In the latest Wealth Solutions Report, our own Adrianna Stasiuk, Partner, Investment Advisor, shares her thoughts on building trust with female clients. https://lnkd.in/gPhfEqtb
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We are honored to be the 2024 Gala Dinner Partner for The Carmel Center for the Performing Arts at the Palladium. A huge congratulations to the organizers of this year’s gala for raising over $588K+ where the funds will be used to engage and inspire the Indiana community through enriching the arts experiences. Learn more at TheCenterPresents.org/Gala
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Learn how to protect you and your family at: https://lnkd.in/eU_sZX28
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We are proud of Adrianna Stasiuk, Partner, Investment Advisor and Jenn Barry, CFA, CFP?, Chief Administrative Officer, featured as JWC Media North Shore Power Women for their remarkable leadership, achievements, and dedication to mentorship. Read more about the journey at https://lnkd.in/e-NiVMv2
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