1702 Lovering Avenue
Wilmington, DE 19806

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Affinity Wealth Management

(302) 652-6767

 
Forty Years of Investor Success - AWM When To Take Social Security Benefits Don On Why Choose Affinity Brendan McPoyle, CFP discusses 401(k) Rollovers

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. 



AFFINITY WEALTH MANAGEMENT is proud to be honored by Delaware Today and Philadelphia Magazine with the 2014 FIVE STAR Wealth Manager Award.

 

 

Helpful Content

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

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Types of Stock Market Analysis

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Will Power

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Succeeding at Business Succession

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Best Performing Asset Classes

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A Living Trust Primer

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Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Inflation & Your Money

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Capital Gains Tax Estimator

Use this calculator to estimate your income tax liability, along with average and marginal tax rates.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Tax Management Strategies

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Keys to Investing for Retirement

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An Inside Look at Retirement Living

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Investment tools and strategies that can enable you to pursue your retirement goals.

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There are some smart strategies that may help you pursue your investment objectives

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Will You Pay the AMT?

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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