Affinity Wealth Management

Our Story

At Affinity Wealth Management, we believe that living a fulfilling life is about more than just managing your finances. It's about creating a life that aligns with your personal values, goals, and dreams. Since 1974, we've been dedicated to helping individuals and families create life experiences that match their financial means. Our team of highly educated and experienced professionals takes a holistic approach to wealth management, investment management, and retirement planning, helping you make the most of your money and live life to the fullest.

Our Philosophy

We believe that anyone can create the life they want, and we're here to help you achieve it. Our approach is centered around understanding your unique goals, aspirations, and concerns. We take the time to listen, to understand, and to develop a personalized plan that aligns with your vision. Our goal is to help you create a life lived fully, where your money plays a supporting role in achieving your dreams, rather than dominating the spotlight.

Our Services

Our comprehensive wealth management services are designed to help you achieve your financial goals and live the life you want. We offer:

• Wealth Management: We create personalized wealth management, tax, and estate strategies to help you live life more fully.
• Investment Management: We take care of the investing, so you can focus on creating memories and living your dreams.
• Retirement Planning: We guide pre-retirees and retirees through life transitions, helping you maximize your life experiences and achieve your goals.

How We Help

Our team of experts works collaboratively to provide you with a comprehensive and integrated approach to wealth management. We surround you with a team of highly educated professionals who listen, understand, and develop personalized plans to help you achieve your goals. Our wealth management process is designed to create a lifetime of great experiences and memories, helping you live life more fully.