A complete list of active advisors currently associated with Affinity Wealth Management LLC

Warmer can help you find a great advisor at Affinity Wealth Management LLC or one who fits your needs even better.

Affinity Wealth Management LLC is a SEC‑registered wealth management firm that manages about $872.5 million in discretionary assets for roughly 639 clients through an 11‑advisor team. The firm provides comprehensive services including discretionary and non‑discretionary portfolio management, financial planning, retirement plan advisory, and consulting to brokerage customers. AWM describes a primarily long‑term, customized investment approach that employs fundamental, technical, cyclical and charting analysis and constructs portfolios using mutual funds, ETFs, bonds, individual equities and, when appropriate, REITs, foreign securities and CDs. The firm also serves as an ERISA fiduciary for retirement plans, provides investment oversight (including ERISA 3(21) services), and reports approximately $99.3 million in assets under advisement, reflecting its engagement with sponsored plan and pooled‑asset arrangements. What distinguishes AWM from many multi‑team peers is its affiliation with an accounting and tax services firm, Affinity Tax LLC, a common‑control relationship the brochure discloses and that the firm may refer clients to. The advisor also documents relationships that extend into institutional and public plan work—such as consulting for a broker‑dealer’s customers and serving state or municipal government clients and pooled plan assets—which the firm notes alongside its more typical individual and high‑net‑worth client services.

To learn more about the advisors currently working at Affinity Wealth Management 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
Aegean Cuylan profile photo Aegean Cuylan
Wilmington, DE
3
Kyle Garstkiewicz profile photo Kyle Garstkiewicz
Wilmington, DE
1
James Hall profile photo James Hall
Wilmington, DE
38
Donald Kalil profile photo Donald Kalil
Wilmington, DE
37
Abigail Mccloskey profile photo Abigail Mccloskey
Wilmington, DE
7
James Nelson profile photo James Nelson
Wilmington, DE
7
Martina Pfeuffer profile photo Martina Pfeuffer
Wilmington, DE
14
Michael Sicuranza profile photo Michael Sicuranza
Wilmington, DE
30
Cheryl Starr profile photo Cheryl Starr
Wilmington, DE
8
Brian Thomson Jr. profile photo Brian Thomson Jr.
Wilmington, DE
5
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