Our Process
Our Process
The Affinity Group, tagplanning, finacial planner, financial advisor

        (330) 526-8412

google review

Book Appointment
Client Portal

  • SERVICES

    • TOTAL WEALTH MANAGEMENT
    • REAL ESTATE INVESTING
    • INVESTMENTS
    • TAX PLANNING
    • ESTATE PLANNING
    • INSURANCE STRATEGIES

  • MEDIA

    • VIDEOS
    • BLOGS
    • EMONEY

  • ABOUT

    • OUR TEAM
    • PHILOSOPHY
    • FAQs

  • CONTACT

  • More

    Use tab to navigate through the menu items.

    Meet The Team

    Our In-House Team combined with our network of External Specialists provide you with a "Family Office" approach to addressing your complete financial picture. 

    Our In-House Team

    Scott Lowe
    Scott Lowe

    Principle & Wealth Management Advisor

    Amber Waldrep
    Amber Waldrep

    Marketing Director

    Kate Bennett
    Kate Bennett

    Director of Planning and Operations

    Kelly Galambos
    Kelly Galambos

    Client Concierge

    Parker Hray
    Parker Hray

    Creative Director

    Our External Specialists Team

    Mark Trubiano
    Mark Trubiano

    Estate-Planning Attorney

    Mel Lute
    Mel Lute

    Attorney

    Brandon O'Donnell
    Brandon O'Donnell

    Dunlap-Dupont & O'Donnell Insurance Agency

    Andy Henton
    Andy Henton

    Certified Public Accountant | Certified Financial Planner

    Pioneer Financial
    Pioneer Financial

    Mortgage Brokerage

    The Forker Company
    The Forker Company

    Employee Benefits Specialist

    • SERVICES
      • TOTAL WEALTH MANAGEMENT
      • REAL ESTATE INVESTING
      • INVESTMENTS
      • TAX PLANNING
      • ESTATE PLANNING
      • INSURANCE STRATEGIES
    • MEDIA
      • VIDEOS
      • BLOGS
      • EMONEY
    • ABOUT
      • OUR TEAM
      • PHILOSOPHY
      • FAQs
    • CONTACT

          Contacts:    
    330-526-8412
            Info@TAGplanning.com

    Privacy Policy
    ADV

    4481 Munson St NW
    Ste 302
    Canton OH, 44718

    google review

    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.
    Copyright © 2021 The Affinity Group. All rights reserved.