Our Services Affinity Wealth Management is a full service, Independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans the country. Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals. Wealth Management Services: • Investment Management • Risk Tolerance Measurement and Assessment • Portfolio Review and Analysis • IRA and 401(k) Rollover • Estate Planning • Year-end Tax Planning • Employer-Sponsored Retirement Plans • Objective-based Financial Planning • Investment Strategy Review Affinity Wealth Management offers portfolios based on financial objectives, time horizons, and risk tolerances. Proprietary portfolios may consist of Exchange Traded Funds, Mutual Funds, and/or Separate Account Equities. Additional products and services are offered through Coastal Equities, Inc., our independent broker/dealer.