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A·ffin·i·ty Group noun
:A group of people linked by a common interest or goal.
The Affinity Group is a wealth management firm based in Canton and Akron, Ohio, serving clients nationwide. Retiree's with sizable investment assets, business owners, and high-earning individuals/families are the markets we serve.
Through Affinity Wealth, an SEC Registered Investment Advisor, we provide investment management and comprehensive Family Office-style wealth planning, with integrated advanced tax planning and Outsourced CFO support available through Affinity Private Tax.
Our clients recognize that success often brings added complexity to managing their full financial picture. They value our mission of “Building Your Family Office” and attitude of the “Family CFO” approach, designed to bring clarity, coordination, and strategy to every area of their financial lives.
As a fiduciary wealth management firm, we take ownership of evaluating, organizing, and guiding each client’s complete financial picture — delivering a 360-degree approach to wealth management.
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