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Aaron provides comprehensive investment and planning advice to individual and institutional clients. He also serves on the company’s Board of Managers.
While Aaron works with a wide array of clients, he has expertise in working with multigenerational families, business executives, and entrepreneurs.
Prior to joining the firm, Aaron worked for PricewaterhouseCoopers LLP as a manager in the Private Client Services group.
Latest from Aaron
Aaron Waxman, CPA, CFP®
AWARDS AND ACCOLADES
Chief Executive Officer
President & COO
Principal & Chief Investment Officer
Director of Research
Director, Wealth Management