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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 retirees with sizable investment assets, business owners, and high-earning individuals/families nationwide.
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 and "doing well" often brings added complexity to managing the entirety of their financial picture. Our clients value our “Total Wealth Management" approach with our multi-disciplined team taking ownership of optimizing and integrating your professional team in every area of the below Wealth Management Circle.
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