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Affinity Wealth Management Group Logo

Affinity Wealth Management Group

720 Summit Blvd, Frisco, CO 80443
✅ CityLocal Directory Trusted Business

Affinity Wealth Management is a trusted financial service provider based in Tucson, Arizona. With their team of experienced professionals, they offer a comprehensive range of services to meet the diverse needs of their clients.

Their services include foundation and endowment guidance, comprehensive financial planning, investment consulting, advanced investment analytics, alternative investments, and more. They also provide trust services, engagement with board and committees, ESG screening, and advocacy with a local presence.

Affinity Wealth Management specializes in portfolio management, helping clients develop customized investment strategies based on their goals, time horizon, and risk tolerance. They also offer retirement strategies to help individuals plan for a financially secure future. Additionally, they assist clients with risk management, estate strategies, life insurance planning, education planning, small business ownership guidance, cash flow analysis, charitable giving and legacy planning.

For high-net-worth and ultra-high-net-worth individuals, Affinity Wealth Management offers tailored financial services to address their specific needs. They provide guidance on extended care strategies and social security strategies to ensure clients are prepared for various life stages. Moreover, they offer specialized services such as special needs trusts planning for loved ones with disabilities.

With a strong commitment to client satisfaction and personalized attention, Affinity Wealth Management strives to empower individuals to make informed financial decisions that align with their long-term goals.