Give me six hours to chop down a tree, and I will spend the first four hours sharpening the axe. You deserve an exclusive, candid, insightful experience. We specialize in providing that experience. Aulestia Wealth Management is an independent Multi-Family Office and Wealth Management firm. Providing wealthy entrepreneurs, individuals and families a trusted and diligent partner to help manage complex financial affairs.
We act as your partner and take the lead in coordinating with other professionals in your life, building a cohesive team that works in collaboration for you. If you are looking to sell your business or have already sold your business, it is worth a phone call to talk to us. We help you understand different estate planning techniques and strategies.
We act as your partner and take the lead in coordinating with other professionals in your life, building a cohesive team that works in collaboration for you. If you are looking to sell your business or have already sold your business, it is worth a phone call to talk to us. We help you understand different estate planning techniques and strategies.
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Adam A. Aulestia is President and Founder of Aulestia Wealth Management, Inc. an independent Registered Investment Adviser (RIA) and Multi-Family Office. Adam is a seasoned finance veteran and well-known industry expert. Starting in 1998, while studying finance in college, he worked at major financial firms, T. Rowe Price, American Express and LPL Financial.
The CFP(R) certification is recognized as the highest standard in personal financial planning. When it comes to ethics and professional responsibility, CERTIFIED FINANCIAL PLANNER professionals are held to the highest of standards. CFP Board has exclusive authority to determine who may use the CFP(R) certification marks in the United States.
We take a Family Office approach with our clients. This approach means we are looking at and helping manage all aspects of your financial life and working closely with your other professional partners. We handle most of your financial affairs, however, it is important for us to coordinate and collaborate with other professionals in your life to help complete the picture.
If you are looking to sell your business or have already sold your business, it is worth a phone call to talk to us. We have the experience working with entrepreneurs and business transactions. A lot of financial advisors have never gone through this process, so don't be fooled. Our experience and knowledge (view here) is key to your success.
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