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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.