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.

Learn More

Families


A pragmatic approach to wealth management.

Learn More

Family Offices


Sophisticated expertise in planning for today and future generations.

Learn More

Healthcare Professionals


Helping physicians address their unique needs.

Learn More

Retirees


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

Learn More

Women Investors


Understanding the challenges women face and how to help.

Learn More

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

Affinity Wealth Partners