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

        (330) 526-8412

Book Appointment
Client Portal

  • SERVICES

  • ABOUT

    • PHILOSOPHY
    • OUR TEAM
    • EMONEY
    • WHY AFFINITY

  • INSIGHTS

  • 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 New Business

    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
    • ABOUT
      • PHILOSOPHY
      • OUR TEAM
      • EMONEY
      • WHY AFFINITY
    • INSIGHTS
    • CONTACT
    ADV
    Privacy Policy
    • Facebook
    • LinkedIn

            330-526-8412
            Info@TAGplanning.com

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