AWC Aurelius Wealth
Led by CFP® & CFA® Charterholders

Preserving Legacies Through Precision Wealth Architecture.

We engineer sophisticated estate liquidity solutions and multi-generational tax mitigation frameworks for affluent families across New England.

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Executive financial advisors reviewing wealth architecture in a modern office
Historic Boston financial district building representing long-term stability

A Heritage of Prudence

Serving Boston's most distinguished families since 1998, Aurelius Wealth Counsel was founded on a singular premise: true wealth requires architectural precision to withstand the erosive forces of taxation, market volatility, and generational transition.

Our boutique nature ensures that every client receives the undivided attention of our senior partners. You can read more about our investment philosophy, which prioritizes capital preservation above all else.

0M+ Assets Under Advisement
0 Years Institutional Experience

Specialized Expertise

We do not offer off-the-shelf financial products. We engineer bespoke structures designed to protect and compound your capital.

Detailed financial charts and estate planning documents on a mahogany desk

The LegacyVault™ Framework

Our proprietary approach to structuring Irrevocable Life Insurance Trusts (ILITs) goes beyond standard drafting. We coordinate with your legal counsel to ensure that premium financing structures, generation-skipping transfer (GST) tax exemptions, and spousal lifetime access trusts (SLATs) are perfectly aligned. This rigorous 4-step workflow—Discovery, Architecture, Implementation, and Annual Stress-Testing—ensures your estate liquidity is guaranteed regardless of legislative changes.

Partners shaking hands after finalizing a business succession plan

Business Succession Engineering

Facilitating seamless transitions for closely-held enterprises through buy-sell agreement funding and key-person risk mitigation.

Advisors analyzing philanthropic endowment performance

Philanthropic Capital Modeling

Designing Charitable Remainder Trusts (CRTs) and Donor Advised Funds (DAFs) that maximize societal impact while optimizing your tax posture.

Initiate a Confidential Dialogue

Engagements with Aurelius Wealth Counsel begin with a private, no-obligation assessment of your current wealth architecture.

Operating Hours:
Monday – Thursday: 8:00 AM – 6:00 PM (EST)
Friday: 8:00 AM – 3:00 PM (EST)