OURINVESTMENT
APPROACH

Aaron Wealth Advisors is committed to helping you manage every aspect of your financial life. We address the complexities of your wealth through a holistic, tax-aware approach and offer a comprehensive range of integrated solutions that we believe will improve the likelihood of success.

 

We work with you to create a fully-integrated, customized plan for achieving your overall goals and objectives rather than focusing on individual subsets of your broader financial picture in isolation.

 

As investors, we look to be compensated for the risks we take, which requires balancing the dual objectives of risk management and after-tax growth over time.

 

With this in mind, we build and implement a plan designed to help you meet those goals that are most important to you and your legacy.

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INTEGRATEDSOLUTIONS

Our client relationship begins with arranging the custody of assets with a third-party institution, who remains independent of the advice provided by Aaron Wealth Advisors and the investment instruments we suggest. Charles Schwab, one of the larger custodians in the world, is our preferred custodian. However, we manage multiple custodian relationships when required by our clients.

 

Our team helps you articulate your financial and investment objectives within the context of broader goals for yourself, your family, and your legacy. We will develop an asset allocation to best balance the risk/return of your investment portfolio. Upon your approval, we will implement the plan and rebalance it, both periodically and opportunistically, as needed.

 

One of the great benefits of working with Aaron Wealth is our ability to provide consolidated reporting for all of your assets, enabling you to truly manage your wealth comprehensively and plan for your legacy holistically.

 

We also work with clients who own or are interested in owning private real estate and private equity investments. In consulting on all aspects of private transactions, we help you assess the value in the opportunity with particular consideration for the impact of taxation.

Aaron Wealth Advisors’ aggregation, integration and reporting capabilities allows our clients to easily view the entirety of their financial picture all in one place

Our integrated portfolio management platform is at the forefront of financial services technology.  Through its data aggregation and reconciliation capabilities, we can provide fully consolidated reporting for a client’s entire portfolio, which may include: assets under advisory with Aaron Wealth, assets held with any custodian, private equity & real estate assets, hedge fund assets, multi-asset portfolios, and multi-currency portfolios.


Research and Due Diligence

Aaron Wealth Advisors has forged several strategic partnerships whose aggregated expertise, in our opinion, gives our firm a distinctive competitive advantage in sourcing products, platforms, services, and technology solutions from across the industry. We have built a customizable, open-architecture platform which allows us to utilize only those resources and solutions which we believe will most benefit our clients. We believe this reduces competing interests and places our sole focus on the goals and needs of our clients.


TriangulationOf Advice

Investors seek the benefits of getting their advice separate from where assets are safeguarded and financial products are manufactured and sold.

 

 

Advice

Aaron Wealth has a fiduciary duty to provide investment advice that is in the best interest of our clients. Our goal is to avoid all conflicts of interest and, when they arise, we are required to disclose any potential conflicts.

Custody

By working with a separate custodian, you receive an additional level of protection. Custodians are required to meet stringent regulations regarding the safety of customer assets, such as keeping accurate records of assets, maintaining securities in a controlled location and meeting net capital requirements.

Products & Services

Through our open architecture you have access to an expanded range of products and services, well beyond the choices typically provided by a large bank or brokerage firm. Our selections are based on quality rather than brand affiliation. Along with our strategic partners, we strive to maintain a platform of top-quality offerings with institutional pricing and cost transparency.


COMMUNITYIMPACT

Aaron Wealth Advisors applies the advantages of donor-advised funds to support our enduring commitment to local communities and charities and to assist our clients in supporting their own interests.

 

The Aaron Wealth Advisors Philanthropy Fund has been established as our instrument for corporate and employee engagement. We are proud to afford our senior employees the opportunity to donate $5,000 a year to a charity of their choice.

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SupportedCharities