Do You Want Your Business to Survive, or Thrive?

Entrepreneurs will find themselves in good company at Affinity Wealth Management Group. Many of our clients are successful small business owners like you, and a high percentage of them are women. Today’s economic climate demands creative financial strategies to grow and sustain your business and retain happy employees. We focus on the financial health of you and your team so that you can focus on the success of your business. Our substantial business resources include:

Sophisticated Business Strategies

  • Cash Management
  • Retirement Plan Solutions: 401ks, 403bs, and IRAs
  • Transition Support
  • Succession Planning: Passing the Baton to the Next Generation
  • Executive Services, including single stock risk management
  • Comprehensive Financial Planning

Insurance Solutions

  • Life Insurance for You and Your Partners
  • Disability Insurance

Professional Resources

  • CPA Introductions
  • Attorney Referrals
  • Real Estate and Mortgage Brokers
  • Business Brokers
  • Health Insurance Professionals

Have A Question?

Aleda and members of our ensemble and replace with the Affinity Wealth Management Group Team stands ready to help you.

Address: 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.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.