Our Mission: As a firm that endorses the values and ethics of the CERTIFIED FINANCIAL PLANNERTM, we create objective, customized life strategies that seek to help, protect 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.
Affinity Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives.
LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.
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