High-Net-Worth Wealth Management | Aufman Associates
A Coordinated Approach To Wealth Management To Protect & Grow What You’ve Built
Our fiduciary, fee-only team guides clients whose assets require thoughtful support and strategic financial planning to ensure the wealth you’ve built continues to serve your goals and your family for generations to come.
Fee-Only Wealth Management Services
Aufman Associates leverages a comprehensive planning process that integrates tax strategy, estate structures, benefits oversight, and long-term decision-making. Every step is guided by fiduciary responsibility and the kind of personal relationship that helps finances stay organized and protected.
Our Wealth Management Services
Tax Planning & Coordination
Ongoing tax planning, year-round strategy, and coordination with your tax professionals.
Estate & Trust Strategy
Design and oversight of structures, including pourover wills, revocable and irrevocable trusts, and long-term family legacy trusts.
Family Wealth Transfer Planning
Structured transfer planning through gifting programs, private foundations, family limited partnerships, and holding companies.
Executive Compensation Planning
Review and management of equity compensation, stock options, deferred compensation plans, insider and blackout compliance, and concentrated stock positions.
Financial Planning
Comprehensive planning for retirement, education funding, cash-flow needs, and major financial decisions across each stage of life.
Reporting & Oversight
Detailed reporting on investments, net worth, tax status, estate, insurance, and executive benefits, plus optional cash-flow accounting.
Our fiduciaries help you understand & grow your wealth through:
Wealth Planning
We integrate tax strategy, estate structures, family planning, and executive benefits into a single planning process.
Investment Management
Our investment approach is disciplined and research-driven, using long-standing judgment to build and manage portfolios aligned with your goals.
Reporting & Coordination
We provide detailed reporting and ongoing oversight while coordinating with your tax, legal, and financial team to keep decisions aligned across your financial life.