OUR MISSION
Enhance our institutional-quality platform with both highly personalized services and a comprehensive array of independent investment solutions that are designed to simplify and manage the complexities of your wealth.
The Aaron Advantage
We work with select clients who have amassed significant levels of wealth — and we intimately understand the complexities involved in preserving and growing that wealth for future generations.
That is why we align everything we do to help you simplify life and protect the legacy you have worked so hard to build. We do so by delivering tailored planning, comprehensive investment solutions, and highly personalized service.
We’re dedicated to helping sophisticated individuals, entrepreneurs, multi-generational families, and family offices manage the complexities of their wealth.
The Story of Aaron
Founded on Three Main Pillars: Ethics, Integrity & Responsibility
While determining the name which would best represent these values, the biblical character of Aaron came quickly to mind. Aaron was the trusted advisor to the most consequential person in the community, his brother Moses. As confidant and counsel, Aaron served with a respect, humility, and objectivity that ultimately aided Moses in the fulfillment of his mission. We embrace Aaron as our namesake as we seek to underscore the profound responsibility of serving our clients and helping them define their legacy.
Our Values
Among the many reasons for choosing Aaron Wealth as your trusted advisor are the values upon which we’ve built our firm and inspire in our team.
Trust
Experience
Service
Philanthropy
Collaboration
Stewardship
Community Impact
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 $2,500 a year to a charity of their choice.
See the charities the Aaron team supports below.
Supported Charities
