DefineYour Legacy

Aaron Wealth Advisors helps to preserve and grow our clients' wealth by guiding their vision for success to an enduring reality.



Aaron Wealth Advisors is an independent advisory firm dedicated to helping sophisticated individuals, multi-generational families, and family offices manage the complex business of their wealth. Our founding mission is to enhance our institutional-quality platform with both highly personalized service and a comprehensive array of independent investment solutions.

The quality of an institutional leader, the personal attention of an exclusive boutique


Through the integration of what we believe are best-in-class offerings, Aaron Wealth Advisors provides clients with institutional quality advice, products, investment vehicles, and consolidated reporting, while delivering a highly customized service that truly focuses on the family. Our low client-to-advisor ratio enables us to know, understand, and serve every relationship. Emphasizing personal attention and focusing always on after-tax performance, the Aaron Wealth team demonstrates a commitment to each client, with a full appreciation for the demands of their complex lives.