Affinity Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Svcs, LLC
@affinity_wealth_advisory_group
Phoenix, AZ Financial ServicesOverview
About Affinity Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Svcs, LLC
7010 E Chauncey Ln, Ste 200 | Phoenix, AZ | 85054 | 602.923.9800
At Affinity Wealth Advisory Group, our mission is to leverage our experience, knowledge, and passion in helping clients define and pursue what is most important in their financial lives. We help people navigate life quakes - such as widowhood, divorce, retirement and career transition - focusing on guiding clients from their current state to their new normal.
We work diligently to understand what is truly important. We believe this enables us to provide the tailored guidance that helps clients transition in a way that can be both comfortable and effective. Working together we can help you feel more confident, comfortable, and in control of your financial life.
We take a comprehensive approach to financial planning and some of the services we provide include:
· Portfolio construction
· Retirement Income Planning Strategies
· Estate Planning Strategies
· Divorce Financial Planning Strategies
· Intergenerational Wealth Transfer Strategies
Areas of focus
*Divorce Financial Planning
*Retirement Income Strategies
*Executive Compensation and Benefit Strategies
*Tax Planning Strategies
*Women's Financial Strategies
*Investment Management
At Affinity Wealth Advisory Group, our mission is to leverage our experience, knowledge, and passion in helping clients define and pursue what is most important in their financial lives. We help people navigate life quakes - such as widowhood, divorce, retirement and career transition - focusing on guiding clients from their current state to their new normal.
We work diligently to understand what is truly important. We believe this enables us to provide the tailored guidance that helps clients transition in a way that can be both comfortable and effective. Working together we can help you feel more confident, comfortable, and in control of your financial life.
We take a comprehensive approach to financial planning and some of the services we provide include:
· Portfolio construction
· Retirement Income Planning Strategies
· Estate Planning Strategies
· Divorce Financial Planning Strategies
· Intergenerational Wealth Transfer Strategies
Areas of focus
*Divorce Financial Planning
*Retirement Income Strategies
*Executive Compensation and Benefit Strategies
*Tax Planning Strategies
*Women's Financial Strategies
*Investment Management