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 in 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

James E. Hall Jr., CFP®

Chairman and CEO

Michael Sicuranza CFP®, AEP®

President and Sr. Financial Advisor

Victoria Alexitch, MBA

Chief Operating Officer

Peter F. Gaertner, CFP®, CDFA™, MBA

Financial Advisor

Stephen Gibson

Financial Advisor

Cindy Youngcourt, CFP®

Financial Advisor

Abigail McCloskey

Associate Financial Advisor

Joseph Piretti, CMT®

Research Analyst and Financial Advisor

Chris Williams, CFP®

Associate Financial Advisor

Brian Thomson

Associate Financial Advisor

Jocelyn Trapani

Client Services Manager

Josephine Diviney

Client Services Associate