What AI says about Affinity Wealth

Affinity Wealth Management helps clients align their financial decisions with personal goals through services such as wealth management, estate planning, tax strategies, and business financial management. The firm offers investment management and retirement planning tailored to individuals, assisting with education funding and strategies to minimize taxes and optimize retirement accounts. Founded in 1974, Affinity positions itself as advocates and trusted partners who begin with a Connect Meeting to develop customized strategies, helping clients live their best life from its Wilmington, Delaware office.