Broker Check

Affinity Wealth Management LLC

(302) 652-6767

Affinity Wealth Management, Inc.® is a privately held Financial Planning firm that has been helping successful individuals, their families and businesses achieve their financial goals for over 40 years. Founded by Dr. James Kalil, Ph.D., in 1974, as a value-style money manager, the company has evolved into a significant regional Wealth Management firm. The firm was selected by the Better Business Bureau of Delaware to be the 2002 recipient of the Torch Award for high marketplace ethics and has been listed among the top 500 Wealth Management firms in the country by Bloomberg Wealth Manager Magazine.