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Total Wealth Management

Take a 360 degree approach to your personal finances with strategic financial planning and investment management.

Reach Your Goals with Complete Wealth Management Services

Financial Planning

Take a 360 degree approach to your personal finances with strategic financial planning.

Investment Management

Devise short- and long-term strategies to optimize your investment portfolio.

Generational Wealth Transfer

Achieve your legacy objectives with thoughtful estate planning.

Big Picture Financial Planning

A financial plan that only considers current assets and investments will not serve you well in the future. We integrate the combined expertise of tax, insurance, and estate planning professionals to create a financial plan that represents the full span of your financial life.

When you partner with Aurelius Family Office for big-picture financial planning, our advisors will help you:

Set short- and long-term financial goals
Create or finetune your budget
Plan for taxes
Build up your emergency savings
Manage debt repayment and optimize borrowing power
Consider insurance options
Plan for retirement
Explore investment opportunities

Maximize Return, Minimize Risk

Every solid financial plan should consider current stage of life, as well as short- and long-term financial goals. Our investment management strategies are no different. You may be in your prime earning stage and want to maximize your return on investment. Or maybe retirement is just around the corner and you want to focus on mitigating risk and protecting your wealth. No matter your circumstance, our advisors are ready to create a custom strategy that prepares you for the future.

When putting together investment management strategies, our advisors focus on:

Preserving capital
Maintaining positive cash flow
Creating additional revenue streams
Building a diversified portfolio
Planning for retirement
Building secure streams of income during the initial stages of retirement
Regular portfolio readjustments/rebalancing

Achieve a Lasting Legacy

As the benefactor of a large estate, it is in your best interest to put a wealth transfer strategy in place now. Financial planning and investment management help you accumulate wealth, but it’s important to also address how you plan to protect, grow and ultimately distribute that wealth in the future.

Whether passing down stocks, bonds, or other investments like real estate and family businesses, our estate planning professionals can help you create a solid plan for generational wealth transfer that will set your family up for success.

Creative Financial Planning Strategies

Aurelius Family Office goes above and beyond to recognize hidden opportunities in unique financial situations. Learn more about our capabilities by downloading our collection of sample financial planning stories and strategies.

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Website Disclosure:
Aurelius Family Office, LLC’s website is for informational purposes only and should not be considered financial or investment advice. It also may not provide a complete list of our investment services.
The content is provided for information and/or educational purposes and is not intended to recommend any specific investment or tax strategy.

Past performance is not indicative of future results. Current and prospective clients should not expect the same performance returns based solely on historical results. Historical performance results generally do not include transaction fees, custodial fees, and/or investment management fees. The inclusion of these fees will generally reflect in lower historical returns.

Investments have varying degrees of risk and are not suitable or profitable for every client. Information on this website should not be substituted for personalized advice from an investment professional.

This website is in no way a solicitation or offer to sell securities or investment advisory services.

Aurelius is registered as an investment adviser with the SEC and Noticed Filed with the state(s) where it transacts business, unless excluded or exempted from filing requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability.

Information throughout this site, including charts, articles, and any other financial information, is obtained from sources we believed to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. We are not liable for any unintended errors, omissions, or inaccuracies regardless of cause.

Any third-party links to unaffiliated websites are provided strictly as a courtesy. Aurelius Family Office, LLC makes no representation for the completeness or accuracy of information found on these sites. We are not liable for any technical or system issues you may encounter as you access third-party technologies, sites, information, and programs. When you access one of these sites, you are leaving Aurelius Family Office, LLC’s website and you assume total responsibility and risk for your use of these sites. There are no warranties expressed or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any linked website.