Affinity Wealth Management

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Affinity Wealth Management — overview

About

Affinity Wealth Management is a US-based wealth manager and registered investment advisor. The services it offers include investment management, tax planning, estate planning, retirement planning, financial planning, personal savings planning, cash flow analysis, education savings planning, insurance planning, portfolio management and wealth management to individuals, high-net-worth individuals, trusts, estates, corporations, business entities and charitable organizations on a both discretionary and non-discretionary basis.

Affinity Wealth Management - known decision makers (13)

Position	Location	Asset Class
Accounting & Operations Assistant	Wilmington, US	GEN
Associate Financial Advisor	Wilmington, US	GEN
Chairman, Senior Financial Advisor, Senior Advisor	Wilmington, US	GEN
Chief Executive Officer, Senior Financial Advisor	Wilmington, US	GEN
Director Of Operations	Wilmington, US	GEN

Showing 5 of 13 known decision makers Affinity Wealth Management

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