Af·fin·i·ty group

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.

The three groups that our firm finds that we provide the most value for are:
1) Nearing retirement or recently retired.
2) Business-owners and executives.
3) HENRYs--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.

Contact Us

4481 Munson St NW

Suite 302

Canton OH, 44718

Affinity Wealth LLC is a Registered Investment Advisor and provides financial-planning services. Affinity Insurance Strategies LLC is a licensed Insurance Agency and works closely with Affinity Wealth LLC to provide services to our clients. Affinity Wealth LLC does not directly offer legal advice.

Scott Lowe holds his Ohio Mortgage Loan Originator, license NMLS #1972148, allowing our firm to facilitate mortgages through our Specialist Partner, Pioneer Financial Services.