Aaron Peloquin CFP®, CPA

My journey to becoming a financial advisor started with a conversation that changed my perspective. While working in corporate risk management, a close friend, who was also my financial advisor, noticed that I wasn’t truly fulfilled in my career. He pointed out that with my CPA background and passion for helping people, I had the skills to make a real impact as a financial advisor. At first, I brushed it off, but as more friends and colleagues echoed the same sentiment, I started to seriously explore the profession.

As I learned more, met with advisors, and saw firsthand how I could help families build a secure financial future, I knew this was the right path for me. Making the transition was one of the best decisions I’ve made. I now have the privilege of guiding clients toward their goals and dreams, and nothing is more rewarding than seeing the positive impact of a well-crafted wealth plan.

I specialize in working with high-earning and high-net-worth clients interested in growing their wealth for their retirement, and their families with a comprehensive wealth plan. Having held leadership positions in corporate America, I enjoy working with business owners, senior management and executives to navigate the tax complexities that come with high income, RSUs, ISOs, and deferred compensation plans. 

My expertise lies in developing comprehensive wealth plans with a strong emphasis on tax efficiency, Social Security strategies, and estate planning. As a CPA, I leverage my background to help clients structure their finances in a way that minimizes tax burdens and maximizes long-term wealth preservation.

I help clients navigate and understand the complexities of the tax code and work alongside their estate attorney(s) to create the estate plans that match their wishes  while being as tax efficient as possible. My focus is on ensuring that their legacy is preserved. This may include using trust structures to remove assets from their estate prior to reaching Federal and/or State estate tax limits. By proactively planning, I can help my clients protect their wealth for future generations, while staying aligned with their long-term goals.

I take the time to understand my clients' values, goals, and what they truly need from an advisor. By building strong relationships and gaining insight into their unique circumstances, I can better create customized wealth plans that align with their financial objectives. My focus is not just on numbers, but on crafting strategies that reflect what matters most to my clients and their families.

My favorite part of working with clients is getting to know them and building trust-based relationships with each one of them. I enjoy getting to know each client on a personal level and understanding what matters to them. I also find great fulfillment in educating my clients on financial planning and tax strategies that help them save on taxes and achieve their goals. Seeing clients gain confidence in their financial future is what drives me every day.

What I value most about working with Savvy is the innovative technology, robust support model, and collaborative environment. Savvy’s platform allows me to provide clients with a seamless, all-in-one financial experience, ensuring they have a clear, real-time view of their financial picture. The firm’s strong support structure empowers me to focus on what matters most, which will always remain helping my clients achieve their goals. Savvy’s dedication to a collaborative culture allows me to focus on delivering the best possible strategies and solutions tailored to each client’s unique needs.