Affinity Wealth Management LLC Email Format

Investment ManagementDelaware, United States11-50 Employees

Affinity Wealth Management LLC is a full-service, independent wealth management firm based in Wilmington, Delaware. Founded in 1974, it serves successful individuals, families, and small businesses across the United States, offering needs-based financial services to help clients meet personal and financial goals. As a registered investment adviser, the firm provides investment advisory and related services nationwide and maintains the licenses required by the states where it operates.

Its client base spans the country, reflecting nationwide reach. Within the investment management industry, it positions itself as an independent advisor providing comprehensive wealth-management services.

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