Welcome to Affinity Wealth Management

Get to know Affinity Wealth Management a trusted name in the industry. Learn about their journey, explore their team, and see how they're shaping the future.

Affinity Wealth Management

United States

investment management

Company Overview

Founded

1974

Industries

investment management

Team Size

About Affinity Wealth Management

Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans the country. Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals.