Guide to Services

Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974.  We have clientele that spans the country.  Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals.

Wealth Management Services

Objective-based Financial PlanningInvestment Strategy Review and Management
Distribution Planning        Risk Tolerance Measurement and Assessment
Portfolio Review and Analysis IRA and 401(k) Rollover
Estate Planning          Year-end Tax Planning
Employer-Sponsored Retirement Plans   Annuities and Income-Generating Products
Long-Term Care Insurance       Life and Disability Insurance

Affinity Wealth Management offers portfolios based on financial objectives, time horizons, and risk tolerances.  Proprietary portfolios may consist of Exchange Traded Funds, Mutual Funds, and/or Separate Account Equities.  Additional products and services are offered through Centaurus Financial, our independent broker/dealer.


1702 Lovering Avenue
Wilmington, DE 19806

Local: 302-652-6767
Toll Free: 800-825-8399

Fax: 302-295-9954

e-mail:
invest@affinitywealth.com

Securities offered through Centaurus Financial, Inc.,
Member FINRA and SIPC.
Affinity Wealth ManagementTM

TRUSTED FINANCIAL COUNSEL SINCE 1974
TM