Family Office
Aurelius Family Office, LLC
Aurelius Family Office (‘Aurelius’) is a Registered Investment Advisory firm that specialises in financial planning and generational wealth, headquartered in Bedford, New Hampshire.
Asset classes & sectors
B2cEstate PlanningFinancial PlanningFinancial ServicesGenerational WealthInvestment ManagementTax Planning
Decision-makers
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Director, Investment Operations & Investment Committee Chair
Mark Andrew Witaschek
MEMBER
Brenda Lee Winslow
CHIEF COMPLIANCE OFFICER
Jacob Alden
Financial Planning & Investment Operations Associate
Morgan Rogers
Director, Investment Operations & Investment Committee Chair
Mark Witaschek
Founder & Managing Principal
Brenda Winslow
Chief Operating Officer, Chief Compliance Officer & Investment Committee Member
Heather Wolfe
Managing Director, Operations
Greg Barishian
Director, Tax Planning
Gordon Nelson
Director, Financial Planning
Members only
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