Professional Overview

For Aaron, the goal of wealth management isn't simply to get rich, it's to become independent. The ultimate form of independence is time equity: the ownership of your own time. He believes every dollar invested is a direct payment to your future self, purchasing the world's most precious and finite asset. This mindset, focused on freedom over wealth, was perfectly captured by his idol in the investment world, the late Charlie Munger, who said, “I did not intend to get rich. I wanted to become independent.” For Munger, and for Aaron, wealth is just a byproduct; freedom is the goal. This perspective is rooted in his small-town upbringing, where he learned the enduring value of community and strong relationships.

This commitment to time equity was further forged on the soccer field, where Aaron competed as an NCAA Division 1 athlete. The discipline, commitment, and relentless hard work required to succeed at that level became core to his character—principles he now applies to safeguarding and growing his clients' wealth.

At the heart of Aaron's investment process is the concept of having an Ownership Mindset. He coaches clients to understand that they are not merely buying stocks or other asset classes but purchasing ownership stakes in exceptional businesses. A stock is more than a ticker symbol; it's a claim on the future success of a real enterprise. As Charlie Munger stated, "Over the long term, it's hard for a stock to earn a much better return than the business which underlies it." This belief drives a long-term, partnership approach, focused on building high quality portfolios of companies with durable competitive advantages that can compound for years to come.

To identify these opportunities, Aaron acts as a fiduciary for his clients. His targeted investment style ensures that their hard-earned capital is allocated in high quality productive assets. Critically, this approach is backed by a structure of full alignment: Aaron is not compensated through transactions or commissions. His success is tied directly to helping clients grow their wealth over the long term.

Aaron began his career at Equitable Advisors in New York City.  Seeking to broaden his experience, he joined Fidelity Investments Private Client Services Group in Boca Raton where he was hired as the firm’s youngest Financial Consultant in 2020. At Fidelity, Aaron managed the complex financial lives & investments of 450 households throughout Palm Beach & Broward County.  While he honed his technical skills there, his desire to have deeper client relationships and independence led him to SixPoint Financial Partners. At SixPoint, he could fully commit to a comprehensive planning framework that puts his clients' independence first.

Aaron's practice is primarily focused on serving two communities he knows well: fellow Temple University alumni and executives in the Property & Casualty insurance industry. Leveraging technology to provide dedicated service regardless of location, he partners with clients all over the country to help them achieve their financial goals.

With the cost of living likely to remain high and pensions largely a thing of the past, the path to a secure retirement is more complex than ever. Aaron sees too many people at risk of outliving their savings after a long bull market has created complacency. In this environment, he believes the greatest advantage is planning and process. He helps his clients navigate the noise, guided by Warren Buffett’s wisdom that “the stock market is a device for transferring money from the impatient to the patient.”