Affinity Wealth Management is an independent, objective wealth management firm. We help clients create a life lived-full through exploring all the possibilities with their money. Our wealth management and investment management process is designed to create a lifetime of great experiences and memories.

Since 1974, Affinity has helped clients create life experiences that match their personal and financial means. We believe anyone can create any life they want, and we help clients live the best life possible. We do it, by helping people live more fully.

 

It Takes a Village to Live Life Full

 
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We help you create your best-life and live all the possibilities within it. We do it by surrounding you with a team of highly educated professionals to serve you.

 

Our Team

We are here to listen

Michael Sicuranza CFP®, AEP®

CEO and Sr. Financial Advisor

James E. Hall Jr., CFP®

Chairman and Sr. Financial Advisor

Abigail McCloskey,

CFP®, CLU®

Financial Advisor

Cheryl Starr CFP®

Financial Advisor

Brian Thomson, CFP®

Associate Financial Advisor

Aegean Cuylan

Associate Financial Advisor

Josephine Diviney

Director of Operations

Kimberly Bell

Client Services

Joseph Piretti, CMT®

Research Analyst and Financial Advisor

Elizabeth Mahlenbrock

Client Services Associate

Tracy Rahner

Accounting and Operations Assistant