Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

bg

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.

Our Company

Affinity Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives.

LPL Financial

LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.

Research

Stay informed on the things that could influence your financial picture the most. We offer research and articles.

emailicon