Affinity Wealth LLC

Affinity Wealth LLC provides investment advisory and wealth management to individual clients, pre‑retirees/retirees, high‑net‑worth households, business owners and plan sponsors. Its services include ongoing investment management, a "Total Wealth Management" monthly retainer relationship that integrates comprehensive financial planning and coordination with other professionals, retirement‑plan consulting, and business advisory services.

The firm emphasizes a planning‑first investment process: for TWM clients it uses the eMoney platform to model cash flows and return needs and then places clients into managed asset‑allocation model portfolios with periodic rebalancing, while investment‑only clients receive a financial profile and allocation recommendation. Strategies are long‑term and tax‑aware, with both discretionary and non‑discretionary management offered and operational practices such as custodian evaluations and structured withdrawal cash‑management for retirees.

Affinity Wealth is notable for operating affiliated non‑RIA businesses—an independent insurance agency (Affinity Insurance Strategies LLC) and a tax advisory affiliate (Affinity Private Tax LLC)—and for representatives who hold insurance and mortgage licenses; the brochure discloses that these affiliations enable the firm to offer commissionable insurance products and creates potential conflicts of interest that are disclosed and managed. The firm also highlights a curated network of independent specialists and the ability to coordinate and contract with outside professionals (including for outsourced CFO work), reflecting an integrated advisory model that combines investment management with insurance, tax, and business services.