Affinity Wealth Management

Affinity Wealth Management is a full service, independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans the country. Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals.Affinity Wealth Management, LCL is a registered investment advisor. Affinity Wealth Management provides investment advisory and related services for clients nationally. Affinity Wealth Management will maintain all applicable registration and licenses as required by the various states in which Affinity Wealth Management conducts business. For additional information, please visit our website at www.affinitywealth.com.

Website: affinitywealth.com

Employees: 20 - 49

HQ: 302-652-6767

Location: Wilmington, DE, US

Revenue: 2.5 - 5 Million

Investment Management Financial Planning Estate Planning Tax Planning Investment Bank/Securities Brokerage Management Investment Open-ended

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