AAFCPAs Wealth Management Announces Transition of Leadership
AAFCPAs Wealth Management is pleased to announce a transition in leadership, naming Carmen Grinkis, PhD, CLTC, CFP® and Andrew Hammond, CFP® as Co-Directors. Grinkis and Hammond are both Senior Wealth Advisors at AAFCPAs and have been poised to take over the leadership from Founder and Wealth Advisor Joel Aronson, CPA, MBA, PFS since joining the firm in 2016 and 2017 respectively.
“I have the utmost respect for my colleagues Carmen and Andy, both personally and professionally,” says Aronson. “They are sharp, energetic leaders committed to maintaining AAFCPAs’ unique culture, values, and service to our clients, and maintaining the objective of true independence. They are both people of character who are proven advisors and will take our wealth management practice to the next level with custom financial plans that incorporate tax planning, investment management, insurance evaluation and planning, business consultation, and estate planning.”
To read a full profile of Carmen Grinkis, PhD, CLTC, CFP® click here. >>
To read a full profile of Andrew Hammond, CFP® click here. >>
AAFCPAs Wealth Management is a boutique, fee-based Registered Investment Advisor (RIA) firm serving individuals & families, retirement plan sponsors, and nonprofits & foundations. As an affiliate of AAFCPAs (Westborough, Boston, Wellesley, MA), AAFCPAs Wealth Management is able to leverage the resources of a 200+ person CPA firm. Our Mission is to provide valuable peace of mind to those who share the awesome responsibility to manage wealth.
This is the first leadership change at AAFCPAs Wealth Management since it was formed in 2001. The Wealth Management affiliate was founded to fulfill often unmet client needs for independent, honest financial advice. Our solutions incorporate in depth planning with consideration given to tax, investments, risks, estate, and business circumstances. The firm recently added Insurance as an additional component, based on ever-changing client needs, and to increase the flexibility of solutions. Joel remains active on the team as an AAFCPAs Partner, Tax Strategist, and Wealth Advisor, as he begins to plan for an eventual retirement.
“The AAFCPAs family is thrilled with the leadership demonstrated by Andy and Carmen since joining the firm,” says David McManus, Co-Managing Partner at AAFCPAs. “The passion they have for helping clients plan for major life events and reach financial goals truly benefits those we serve, and there is no doubt they will both continue to make significant positive impacts as leaders of AAFCPAs Wealth Management.”