Family Office
Affinity Wealth Management, Inc.
Wilmington, DE, United States
Type
Family Office
Check size
n/a
Verticals
Generalist
Investment thesis
Affinity Wealth Management, Inc. is an independent wealth management firm founded in 1974 and headquartered in Wilmington, Delaware. The company specializes in advanced wealth management, retirement planning, and tax strategies, serving individuals, families, and small businesses. Affinity Wealth Management focuses on aligning clients’ financial goals with their personal ambitions and offers a range of services including investment management and risk assessment.
Links
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