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Affinity Wealth Management

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.

Min project size

50,000+

Hourly rate

50 / hr

Employees

23

Locations

United States

Year founded

Founded 1974

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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