A group of people linked by a common purpose
Our firm quietly advises hundreds of families and professionals across the country.
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
See why families choose us.
Most do not know what "Financial Planning" truly means. We directly help our clients with:
Home Mortgage. New purchase and refinance.
Insurance: life, disability, and long-term care.
Total Wealth Management: this is an ongoing engagement where, using world-class technology and your own "Personal Financial Website", we help you manage and make the best decisions in every element of your finances. In addition to the above three areas, we use our network of outside specialist to guide you in banking/tax/estate planning/real estate investing/property & casualty insurance/debt management.