When your goals become important enough to plan.
Affinity Wealth Management Group
Affinity Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available. We strive to help create financial stability and independence for each of our clients.
Our Mission
As a firm that endorses the values and ethics of the CERTIFIED FINANCIAL PLANNERTM PROFESSIONAL, we create customized life strategies that seek to help, preserve and pass on our high net worth client’s family assets. We are committed to helping individuals, families and businesses meet and exceed their financial and life goals.
Meet our team
Happening Now
Stay informed on the things that could influence your financial picture the most. We offer research and articles.
The Fed Resets Expectations for Next Year | Weekly Market Commentary | December 23, 2024
The Federal Reserve (Fed) is moving more cautiously in adjusting policy, and markets might have a hard time resetting expectations. Throughout the latest press conference with Fed Chair Jerome Powell, equity markets declined as investors were befuddled with the large upward revision to 2025 inflation forecasts; despite disappointing inflation projections, the “vibecession” is over as businesses and consumers have become more optimistic.
A Golden Age for Income Investors | Weekly Market Commentary | December 16, 2024
To say the U.S. economy has been difficult to read is an understatement. From generationally high inflation and interest rates to concerns about the labor market, it’s no wonder consumers are unsure about the overall health of the economy.
High-Level Thoughts on Stock and Bond Markets in 2025 | Weekly Market Commentary | December 9, 2024
LPL Research’s Outlook 2025: Pragmatic Optimism will be released tomorrow and available on LPL.com. Here we just provide an appetizer before the main course and share some of the stock and bond market themes covered in the full publication.
Have A Question?
Aleda and members of our ensemble and replace with the Affinity Wealth Management Group Team stands ready to help you.
Ask a QuestionAddress: 720 Summit Boulevard, Unit 101 B, Frisco, CO 80443
PO BOX 4776 Frisco, CO 80443
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Western Wealth Management LLC, a registered investment advisor. Affinity Wealth Management Group and Western Wealth Management LLC are separate entities from LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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