Insights

Niche Market Focus AFS Wealth Management specializes in retirement planning for seniors and soon-to-be retirees, presenting an opportunity to offer tailored financial products, estate planning tools, and legacy solutions specifically designed for this demographic to enhance their retirement security.

Growth Potential With a revenue range of 1M to 10M and a small team of 2-10 employees, there is significant potential for business expansion by introducing advanced wealth management technologies and expanding service offerings targeted at affluent retirees seeking personalized financial strategies.

Technology Adoption The company utilizes modern tech stacks such as PHP, Nginx, Drupal Multisite, and social media platforms like Facebook, indicating openness to digital engagement, which can be leveraged to offer online financial planning services, webinars, and automated portfolio management solutions.

Partnership Opportunities As an independent financial advisory with a focus on low-risk, tax-efficient strategies, AFS Wealth Management could benefit from strategic alliances with fintech firms, insurance providers, and estate planning services to enhance comprehensive client offerings and cross-sell additional financial products.

Market Differentiators The company's emphasis on education and peace of mind for retirees positions it to appeal to clients seeking personalized, trust-based advisory services. This focus can be emphasized in sales pitches to distinguish from larger competitors and attract clients interested in dedicated, boutique financial management.

AFS Wealth Management Tech Stack

AFS Wealth Management uses 8 technology products and services including jsDelivr, Lightbox, PHP, and more. Explore AFS Wealth Management's tech stack below.

  • jsDelivr
    Content Delivery Network
  • Lightbox
    Javascript Libraries
  • PHP
    Programming Languages
  • X-Content-Type-Options
    Web & Portal Technology
  • Drupal Multisite
    Web Hosting
  • Nginx
    Web Servers
  • Orbit Slider
    Web Tools And Plugins
  • Facebook
    Widgets

Media & News

AFS Wealth Management's Email Address Formats

AFS Wealth Management uses at least 1 format(s):
AFS Wealth Management Email FormatsExamplePercentage
FLast@afswealthmgt.comJDoe@afswealthmgt.com
50%
FLast@afswealthmgt.comJDoe@afswealthmgt.com
50%

Frequently Asked Questions

Where is AFS Wealth Management's headquarters located?

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AFS Wealth Management's main headquarters is located at 22029 Farmington Road, Farmington Hills, MI 48336, US. The company has employees across 2 continents, including North AmericaEurope.

What is AFS Wealth Management's phone number?

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You can contact AFS Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is AFS Wealth Management's official website and social media links?

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AFS Wealth Management's official website is afswealthmgt.com and has social profiles on LinkedIn.

What is AFS Wealth Management's SIC code NAICS code?

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AFS Wealth Management's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does AFS Wealth Management have currently?

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As of October 2025, AFS Wealth Management has approximately 4 employees across 2 continents, including North AmericaEurope. Key team members include President: P. P. P.Independent Health & Life Insurance Advisor: B. K.Administrative Assistant: E. G.. Explore AFS Wealth Management's employee directory with LeadIQ.

What industry does AFS Wealth Management belong to?

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AFS Wealth Management operates in the Financial Services industry.

What technology does AFS Wealth Management use?

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AFS Wealth Management's tech stack includes jsDelivrLightboxPHPX-Content-Type-OptionsDrupal MultisiteNginxOrbit SliderFacebook.

What is AFS Wealth Management's email format?

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AFS Wealth Management's email format typically follows the pattern of FLast@afswealthmgt.com. Find more AFS Wealth Management email formats with LeadIQ.

When was AFS Wealth Management founded?

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AFS Wealth Management was founded in 1998.

AFS Wealth Management

Financial ServicesUnited States2-10 Employees

AFS Wealth Management specializes in financial planning for retirees and soon to be retirees. Our goal is to help educate our clients and provide them with the information and resources they need to take control of their financial future and have confidence and peace of mind in their retirement.

At AFS Wealth Management, we'll help you create a comprehensive financial strategy that addresses all of your retirement needs including, but not limited to, low risk successful investment strategies, tax minimization, social security benefit planning, and even planning for the unexpected and the inevitable.

Our Chief Investment Advisor, Phil Putney, is a CPA and a 23 year veteran of the industry.  Phil has spent his career building a repertoire of skills that allow him to help protect his clients from the many pitfalls that face today’s seniors; from market volatility to taxes, social security and even IRA withdrawal strategies that can affect your quality of life during retirement.

Phil publishes a weekly financial column that can be found on this page as well as on our website http://www.afswealthmgt.com/

Let us help you enjoy your retirement and to discover what it means to have security & peace of mind in your retirement. Call us today: (248) 888-7530

Securities and advisory services offered through Centaurus Financial, Inc., Member FINRA and SIPC, a Registered Investment Advisor. Centaurus Financial, Inc., and AFS Wealth Management, LLC are not affiliated Companies.

Section iconCompany Overview

Headquarters
22029 Farmington Road, Farmington Hills, MI 48336, US
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
1998
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    AFS Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    AFS Wealth Management's revenue is estimated to be in the range of $1M$10M

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