Our
mission is to provide our clients with the highest quality wealth management
solutions that will facilitate in achieving their long term life
goals.
Our
Vision is for our clients to have a safe, secure future for not only themselves
but their loved ones
1702 Lovering Avenue
Wilmington, DE 19806
Local: 302-652-6767
Toll Free: 800-825-8399
Fax: 302-295-9954
E-Mail:
invest@affinitywealth.com
Wilmington, DE 19806
Local: 302-652-6767
Toll Free: 800-825-8399
Fax: 302-295-9954
E-Mail:
invest@affinitywealth.com
Affinity Wealth Management™
TRUSTED FINANCIAL COUNSEL SINCE 1974
TRUSTED FINANCIAL COUNSEL SINCE 1974
Raymond Manza, MBA
Vice President
Vice President
Ray joined Affinity Wealth Management in 2000 after
a long and successful career with JP Morgan, where he was Vice President and
Global Operations Manager for the bank's $36 billion credit business. He is
currently Vice President and Director of Affinity Wealth Management, and works
as a Senior Advisor to many AWM clients. He also develops and maintains
relationships with many small businesses in the area, lending his long
experience and substantial expertise to their financial
problems.
"I have enjoyed the opportunity to work with many
individuals and small companies in the area in an effort to help them meet their
financial objectives. Helping individuals get the most out of their investments
and providing them with an informed approach to the markets is very
satisfying."
Ray believes that the key to investment success is
to help individuals understand their investment profile - their tolerance for
risk and the need to returns to meet their goals. The key to success is an
understanding that every individual's investment profile may change as they move
through their financial life cycle toward achieving their life goals.
Ray is an accomplished speaker who has been frequently called on by civic, charitable and professional organizations to discuss investment philosophies, economic conditions and money management strategies. He would be happy to work with your organization in a variety of ways. Ray writes a weekly economic summary that is distributed by e-mail as well.
Ray is an accomplished speaker who has been frequently called on by civic, charitable and professional organizations to discuss investment philosophies, economic conditions and money management strategies. He would be happy to work with your organization in a variety of ways. Ray writes a weekly economic summary that is distributed by e-mail as well.