Discover Your Life Lived Fully.
Since 1974, Affinity Wealth has helped clients create life experiences that match their personal and financial goals. We develop wealth, investment, tax and estate strategies to help you live all the possibilities with your money. Many of our clients come to us because they are too busy or need a helping hand. Let us help you live a life more full. Learn more about these time-proven concepts and state-of-the-art thinking. Live your best life.
From left to right: Brian Thomson, CFP®, Peter Gaertner, CFP®, Michael Sicuranza, CFP®, Abby McCloskey, CFP®, Joseph Piretti, CMT, Tracy Rahner, Cindy Youngcourt, CFP®, James Hall, CFP®, Christopher Williams, CFP®, Josephine Diviney, Elizabeth Mahlenbrock, Cheryl Starr, CFP®, Melissa Acton
AFFINITY WEALTH MANAGEMENT, LLC.
2961 Centerville Road, Suite 310, Wilmington, DE 19808
302.652.6767 • AffinityWealth.com
