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.

Georgette Condos Managing Director, Client Service

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

Trust

We earn our reputation with our clients every day, placing the utmost importance on the honesty, discretion, work ethic, and integrity of our actions.

Experience

Experience

With diversified backgrounds from across Wall Street, our team combines access to vast market offerings with many years of working with influential families and entrepreneurs of significant wealth.

Service

Service

Our primary objective is to consistently deliver an exceptional experience that engenders confidence and trust in order to enhance our clients’ outcomes.

Philanthropy

Philanthropy

Ever mindful of the world in which we live and work, we support our communities through the firm’s own donor-advised fund. In addition, our employees give back to our community through the direct donation of annual fund allocations and volunteer activities.

Collaboration

Collaboration

We work closely with our clients and their other trusted advisors to articulate their needs, identify intelligent solutions, and implement a holistic plan to achieve their goals.

Stewardship

Stewardship

As an extension of our community commitment, we align ourselves with clients who are interested in making an impact on our country and broader society by leveraging the effective use of their wealth. We are humbly dedicated to helping our highly engaged clients improve the world at large.

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.