AAF Wealth Management Now Powered to Manage 401(k), 403(b) Accounts

Boston, MA (September 6th, 2023) — AAF Wealth Management, a boutique Registered Investment Advisory (RIA) firm serving select individuals and families, today announced its ability to manage client assets in held away accounts including 401(k)s and 403(b)s. Through a new platform, we now have the ability to proactively manage your retirement account as part of your entire portfolio, so you can skip deciphering lengthy plan information and fund options on your own. This extends the depth of our support, designed to elevate our client experience and better help individual investors navigate market uncertainties.

AAF Wealth Management will have the ability to connect with a client’s 401(k) account, view their full fund lineup, and perform seamless trades on their behalf. In the end, clients benefit from having a professionally managed 401(k) or 403(b) along with the ability to access a much broader range of investment choices.

“We are thrilled to now provide our clients with expanded, holistic retirement account management,” explained Jonathan Bloom, CFP®, AIF®, Director & Senior Wealth Advisor. “This is just one more way AAF Wealth Management delivers peace of mind to clients throughout their financial journey.”

Learn more about AAF Wealth Management’s personalized and holistic approach. >>

AAF Wealth Management is an affiliate of AAFCPAs, a 300+ employee CPA and consulting firm headquartered in Westborough, MA.

Learn more about AAFCPAs. >>

About the Author

Jonathan Bloom
Jonathan is an experienced and passionate Investment Advisor and Financial Planner with a commitment to independent client-centric advice. He has proven success earning trust advising high-net-worth individuals and retirement plan clients. He provides objective, customized solutions and a comprehensive approach to wealth management, which includes investment management, estate, tax, retirement, insurance, charitable giving, and cash flow planning.