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It’s about living fully.

Your money plays a part,
but it’s not everything.

We care for your money part.

Is your life busy or full?

Since in 1974, Affinity has helped clients create life experiences that match their personal and financial goals. We believe anyone can create any life they want, and we help clients live the best life possible. We do it, by helping people live more fully. Learn more about living your best life.

Discover Your Life Lived Full.

WEALTH MANAGEMENT

Are you living the best life possible? We create wealth management, tax and estate strategies to help you live all the possibilities of your money.

INVESTMENT MANAGEMENT

Are you building the best memories for you and your family? We take care of the investing so you can spend more time making memories.

RETIREMENT PLANNING

Are you getting what you need so you can achieve all of what is possible in retirement? We guide pre-retirees and retires through life transitions.

Share Your Goals.

Reach out to us and we will schedule an appointment for you to meet with a Financial Advisor who can help you design a life lived fully.

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