Conceive the vision of your best life.

Affinity is defined as “persons who share the same interest”, “a relationship that binds”, “an inherent agreement” and/or “a close connection”. Affinity Wealth Management Group (AWMG) was founded on that very premise. Our shared interest is the client who trusts us with their financial future. We are bound by our unwavering commitment to making sure that your needs are met. Our agreement is to fulfill our fiduciary responsibility to you and your family. Our connection is the relationship that we build in becoming your financial accountability partner.

We are a team of licensed, independently qualified, and experienced subject matter experts that collectively work together to provide our clients with a true financial and estate planning experience. We are an independent financial services boutique firm that is truly a sum of all its parts.