Af-fin-i-ty

"A natural liking of or attraction to a person, thing or idea; inherent likeness or agreement; close resemblance or connection."

Mission

  • To always put the needs of our clients first and act in the best interest.
  • To provide our clients with excellent service and to enrich their lives, while striving to help them reach their goals.
  • To offer a premier alternative to Wall Street, committed to providing industry-leading technology and support. 
  • To focus on building close-knit individual relationships based on integrity and trust.
  • To promote a culture of independence allowing us to create custom solutions for our clients short-term and long-term financial challenges. 

Business Owners

Unique solutions for business owners and entrepreneurs.

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Families

A pragmatic approach to wealth management.

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Family Offices

Sophisticated expertise in planning for today and future generations.

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Healthcare Professionals

Helping physicians address their unique needs.

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Retirees

Nurturing wealth so you can live a longer, better life.

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Women Investors

Understanding the challenges women face and how to help.

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THIS IS US. BUT WE’RE NOT THE FOCUS.

Sure, we want you to get to know us, but we really want to get to know you - because we can’t even begin to serve you properly until we understand where you’re coming from.

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We’re done with “this is the way it’s always been done.”

Affinity Wealth Partners

Commitment

Worth Mentioning

Established in 1962, Raymond James has grown to become one of the largest, most well-respected independent financial services companies in the country.

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