A complete list of active advisors currently associated with Affinity Wealth LLC
Warmer can help you find a great advisor at Affinity Wealth LLC or one who fits your needs even better.
Affinity Wealth LLC advises individuals — including high-net-worth and non‑HNW clients — business owners, executives, and sponsor-level retirement plans. The firm provides investment management, ongoing retirement plan consulting, and a Total Wealth Management service that integrates tax, estate, insurance and other professional relationships on an ongoing retainer basis. The firm’s process centers on comprehensive financial planning using eMoney to produce detailed plans and concise personalized recommendation summaries, then placing clients into managed asset allocation model portfolios. Investment management emphasizes prudent asset allocation, long-term buy‑and‑hold strategies, quarterly performance and cost research across a broad investment universe, systematic rebalancing, and discretionary authority over client accounts. Affinity Wealth is affiliated with an independent insurance agency and discloses that its supervised persons are licensed to sell insurance and mortgage products, creating potential conflicts when commissionable insurance is recommended. The firm also offers an atypical mix of services for a small advisory team — including outsourced CFO and business advisory retainers, direct engagement and compensation of outside specialists, and both individual and institutional retirement-plan work — which shapes how it coordinates advice for complex client situations.
To learn more about the advisors currently working at Affinity Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Canton, OH
| 7
| |
Canton, OH
| 15
|
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