A group of people linked by a common purpose
Total Wealth Management....Your Financial Team
We help clients manage every aspect of their financial lives. Our Wealth Management team consists of accountants, attorneys, bankers, to assist your Wealth Advisor in providing a 360 degree view. You have an entire office of financial experts collaborating, thinking, and working for you.
Welcome to Wealth Management done right.
Each client has their own personal website allowing them to see their entire financial life in one safe and secure place, showing where everything is at and what everything is worth.
This is your "Financial GPS".....see where you are at, where you want to be, and what it takes to get there.
Most of our clients fall into one of three categories:
1) Nearing retirement or recently retired.
2) Business-owners or professionals.
3) "HENRY's" High Earners, Not Rich Yet.
Whether there is a single focused goal, or desire to have us manage your entire financial life, we tailor the experience to you.
Our firm is independent, with no parent company affiliations or conflicts of interest. Our Wealth Management arm, Affinity Wealth, is a fiduciary-meaning we have a legal obligations to place your best interest ahead of our own
Our firm quietly advises hundreds of families and professionals across the country.