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
Steven V. Chantler, RFC®, CFS
Senior Financial Advisor
Senior Financial Advisor
"The financial planning profession has spent the
last 20 years helping people accumulate wealth. We are entering a period when
many people will begin to live off of that accumulated wealth. The decisions
individuals make could dramatically affect the quality of their lives. It is
critical that people create a well-designed strategy for investing and
distributing their wealth over the remainder of their lives and
beyond."
Steve has over 20 years of experience in the
financial planning industry. Steve joined AWM in January of 2005 after 7 years
in private practice in Greenville, Delaware. Prior to that he worked for
American Express Financial Advisors for over 13 years.
Steve attended Newark High School and the
University of Richmond. A Certified Senior Advisor and Certified Fund
Specialist, Steve has taught financial planning courses at Delaware Technical
and Community College and Cecil Community College in Maryland. He specializes
in retirement income and legacy planning.
Affinity
Wealth Management, Your total financial solutions provider