SEC CRD #801-126682
Home - Aurelius Skip to content 603.413.6060 Form CRS Client Portal Our Locations Twitter Facebook-f Linkedin-in Instagram Aurelius Family Office Your Strategic Financial Advisors Financial Advisors Financial Planning for Every Stage of Life At Aurelius Family Office, we know financial planning is about more than numbers — it’s about people. As an investment advisory and fiduciary firm, we are ethically bound to put your interests ahead of our own. We provide personalized wealth management for every stage of life, specializing in generational wealth and comprehensive financial planning. We offer transparent guidance that’s always in your best interest. Our focus stays on creating strategies that serve your goals. From investments to retirement, our financial advisors help maximize income and savings, uncover opportunities, and prevent pitfalls. Our goal isn’t just to help you save, but to build lasting wealth and long-term success. Connect with an investment advisor today to learn more! Contact Us Finances Can Be Stressful Financial planning Especially When You Don’t Have a Plan Financial planning can be complicated, and trying to navigate it on your own can often feel overwhelming. With so many moving pieces — investments, taxes, estate planning, retirement — it’s easy to miss opportunities or make costly mistakes. You might be unsure if your current strategies will stand the test of time, or whether you re truly on track to meet your goals. Learn More wealth management Your
MARK WITASCHEK
MANAGING MEMBER AND CCO
📞 (603) 413-6060
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AUM
$315M
Check Size
$2M–$2M
Location
BEDFORD, NH
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