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 a registered 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.