OUR STORY

Built on our founders, Eric Jacoby, CFP®, beliefs, ethics, and standards, we:

• Review of your current financials,
• Confirm that they are in the right structures, 
• Discover what your goals and objectives are for the future,
• Design strategies to achieve these goals and objectives, and
• Review annual, at a bare minimum.

Our team can work with your current attorney(s) and/or CPA to design a plan that will work for you and your family and/or heirs. In addition, we have access to experts in all fields of financial services. Our founder, Eric Jacoby, alone has over 40 years of experience in the financial services industry.

At AFC Wealth Management, we work with our clients (individuals or families whose net worth is greater than $150,000) to help protect what they have financially amassed, reduce taxation, and increase our clients’ future bottom line.