Family Office Services
Integrated family office services, including investment management, estate and tax planning, risk management, private investments and financial consulting.
Aaron’s team is composed of experienced, compassionate and creative problem solvers with deep expertise serving highly successful individuals and families
Aaron Wealth is not your average wealth advisory firm. The Aaron team consists of experienced and accomplished investment advisors, proactive planners, active learners, and passionate client service professionals that deliver a highly personalized family office experience to a select number of influential and affluent families.
Most importantly, we have an unwavering commitment to the core principles Aaron was founded on and work so hard to protect: ethics, integrity and responsibility. Our culture promotes continuous improvement, collaboration, curiosity, discipline, and transparency.
Our team has one purpose: do everything in our power to protect, grow and optimize the wealth of the families we serve.
Clients with significant wealth need a level of service that goes beyond the constraints of traditional firms and Aaron Wealth has built the platform to meet those needs.
As an independent advisory firm, Aaron Wealth offers objective advice, supported by a fee-based arrangement with clients, which ensures that we remain independent in our guidance and recommendations. We are part of the Dynasty Financial Partners Network and have selected Charles Schwab as our preferred custodian. These industry leaders, along with several other key partners, provide expertise that gives our firm an advantage in sourcing products, platforms, services, and technology solutions. Our role as a fiduciary for our clients is driven by this open architecture.
Dynasty’s fully customizable technology platform gives Aaron Wealth Advisors end-to-end business support from a proven team, plus unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Dynasty’s relationships with the world’s best-in-class portfolio managers, research firms and other providers allow us deliver objectivity, transparency and trust.
eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the leading scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technology enables financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. Developed and perfected by nearly 500 passionate, innovative, and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience.
Addepar empowers investors and advisors to navigate the increasingly complex world of investment management. Addepar features data aggregation and reconciliation, portfolio analysis, a client-centric reporting experience, integrations and API. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage $2 trillion of assets on the Addepar platform.