Company Overview
- Headquarters
- 50 Washington Street, Suite 301, Westborough MA
- Website
- wealth.aafcpa.com
- Phone
- (508) 366-9100
- Employees
- 7
- Founded in
- 2001
- Industry
- Financial Services
Financials & Stats
Revenue
$3B
Who is AAFCPAs Wealth Management
AAFCPAs Wealth Management is a boutique Registered Investment Advisor (RIA) firm located in Westborough, Massachusetts. Operating as an affiliate of AAFCPAs, a firm with locations in Westborough, Boston, and Wellesley, Massachusetts, they are comprised of seven employees. AAFCPAs Wealth Management offers financial planning and investment management solutions tailored to individuals, families, retirement plan sponsors, nonprofits, and foundations. Their fee-based approach prioritizes honesty, tax expertise, and personalized attention. A unique aspect of AAFCPAs Wealth Management is that its team members are certified public accountants (CPAs), allowing them to integrate tax expertise into every financial plan and investment strategy. They emphasize client education, empowering individuals to make informed, objective decisions about their financial future. For further information or to discuss your financial planning needs, please visit wealth.aafcpa.com.
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