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

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