Who We Serve
When you join the Affinity Wealth Partners family, you’ll be treated to a distinguished client experience from the very start. From your first meeting, you’ll notice our warm, down-to-earth and welcoming atmosphere. You’ll also see how determined we are to thoughtfully ask the right questions and begin your journey towards Financial Freedom.
Whether you’re a successful family looking to protect your legacy or an entrepreneur with a thriving business career, we’ll tailor our proven process to help you build the ideal future you’ve always desired.
Multi-Generation Families
To help your family navigate the complexities of the financial world with ease, we craft comprehensive yet understandable plans. Enjoy the confidence that comes from our extensive research, powerful technology, and specialized knowledge as we provide sound advice based on your family’s unique needs and circumstances.
You can always count on our calm, steady hand for prudent financial guidance. We take pride in bringing balance to your life while helping each generation of your family enjoy the journey while making the most of their wealth.
Whether you’re close to retirement or just starting a promising career, our tiered approach to financial planning offers a pathway for every member of your family to enjoy a fulfilling life.
Business Owners & Professionals
As a business professional, you’ve built something you truly care about – and you want to see it last. No two businesses are the same, and your financial plan shouldn’t be off the shelf, either. Our team is well-versed in the challenges and opportunities you face, and our financial strategies are built upon deep resources and insightful analysis customized to your needs.
While you juggle all the demands of running your business and being an entrepreneur, we’ll serve as your financial guide to help you see the bigger financial picture. Whether that’s nailing down your succession plan, determining ideal tax strategies or ensuring your workers have options for retirement planning, we cut through all the complexity with a custom plan built around your personal and professional goals.
By partnering with the Affinity Wealth team to guide your business financial planning and wealth management, you’ll be positioning yourself to enjoy the lifestyle you envision in your retirement.
Women Investors
As a woman investor, you may find yourself facing familiar challenges such as time away from your career to care for family or aging parents, being suddenly single from a divorce, or perhaps outliving your spouse or partner.
We understand the challenges you’re facing and will help you find the answers you need to make decisions about your investments and estate. With experienced women in positions at every level of our team, we’re ready to address your unique concerns while speaking your language.
And as your life changes, we’re here to help you readjust and move forward with a solid financial strategy designed to meet your current and future needs. To us, your situation presents an opportunity to empower you to make smart, pragmatic financial decisions.
– Thomas Edison
“Good fortune is what happens when opportunity meets with planning.”