Broker Check

Our Core Values

Centered on core values: 

Long before we make a commitment to our clients, we make a promise to ourselves: Integrity. Respect. Confidentiality. These are the principles we live by. They form the very foundation of Affinity Wealth Management. Guiding us in every decision as we manage your account. 

We also make a few other promises: To always place the needs of our clients above our own. To deliver services skillfully and with high professional and ethical standards. To provide our services on time, accurately and courteously with the confidentiality that financial information demands. We invest in our staff by training and equipping each person with the most current tools and techniques. Finally, we promise to respect each other and work as a team for the benefit of our clients.