Our approach is simple - make decisions that serve our clients' best interests. With this goal in mind, Affinity Wealth Management is dedicated to offering independent investment advice, a comprehensive, long-range perspective on the market, rigorous account oversight, and clear client communication.
Established in 2002, we are a locally-owned independent business currently maintaining portfolios for individual investors, business owners and organizations in numerous states. Angela started Affinity Wealth Management believing that independent investment decision-making is the most logical path for client independence.
Established in 2002, we are a locally-owned independent business currently maintaining portfolios for individual investors, business owners and organizations in numerous states. Angela started Affinity Wealth Management believing that independent investment decision-making is the most logical path for client independence.
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We understand that who you choose to manage your money is a monumental decision and ultimately comes down to trust. Whether you're looking ahead to retirement, have assets in need of oversight or are responsible for your organization's accounts, the choice you make will have impact for years to come.
Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
For convenient access to our office, may we suggest that you turn South on Hacienda del Sol from River Rd. Turn right into the second entrance of the parking lot. We are the second to the last building on the left. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
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