AFFINITY

Affinity Wealth Management LLC

@affinity_wealth_management_inc

Wilmington, Delaware
http://www.affinitywealth.com
Investment Management

Overview

About Affinity Wealth Management LLC

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.

Affinity Wealth Management, LLC is a registered investment advisor. Affinity Wealth Management provides investment advisory and related services for clients nationally. Affinity Wealth Management will maintain all applicable registration and licenses as required by the various states in which Affinity Wealth Management conducts business. For additional information, please visit our website at www.affinitywealth.com.

Headquarters

Wilmington, Delaware

Website

http://www.affinitywealth.com

Company Size

11-50 employees

Industry

Investment Management

Company Type

Privately Held

Founded

1974

Specialties

Investment Management, Financial Planning, Estate Planning, and Tax Planning

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