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Meet Our Team

Where do you want to go?

How do you want your future to unfold? You have dreams to fulfill and promises to keep. What you do with your money today determines how far it will take you tomorrow.

The first step is choosing the right financial advisor, someone you can rely on to lead you to what you value most. After all, you're not just entrusting your money, in a very real sense, you're entrusting your dreams and your peace of mind.


At Affinity Wealth Management, we understand the importance of this decision. For four decades, we've worked hard to earn the trust and confidence of our clients. And we've succeeded -- by maintaining high ethical standards and providing each and every client with uncompromising personal service.

Our Philosophy

We create strategies tailored to your goals.

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Our Core Values

Without any conflicts of interest we put your needs first.

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Our Qualifications

We enjoy building trusted relationships that span generations.

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We focus on our clients and their needs. 

Without any conflicts of interest we put your needs first. 

 

For this reason, we have put together a full Resource Center full of helpful videos and educational information.

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Affinity is proud to support:

In Delaware, there are 50,000 children in poverty and 700 in foster care.

Kind to Kids believes that every child deserves a future of possibility.

Education and life experiences are powerful tools we use to change their world.

Download Our Latest Guide

2017 Tax Planning

Tax planning will help you stay ahead in 2017. We’re happy to share with you highlights of tax planning tips. That way, you can create strategies today to help you minimize your risks and maximize your opportunities.