2961 Centerville Rd
Suite 310
Wilmington, DE 19808
302-254-6121
Affinity Wealth Management is an independent, objective wealth management firm. We help clients
create a life lived-full through exploring all the possibilities with their money. Our wealth
management and investment management process is designed to create a lifetime of great
experiences and memories.
Since 1974, Affinity has helped clients create life experiences that match their personal and
financial means. We believe anyone can create any life they want, and we help clients live the
best life possible. We do it, by helping people live more fully.
What makes us different is our disciplined process when it
comes to helping our current and future clients:
I will spend the first meeting completing our Discovery Meeting during which
you will learn a lot about AWM and your potential advisor. At
the same time, it allows for us to get to know you, your
financial goals and hopes for the future to determine whether
there could be a fit and we can add value to your situation. Be prepared to talk a lot and
share professional and personal details with me!
Once mutual interest has been confirmed, an investment plan
meeting will be scheduled to review your current situation and
come up with a financial strategy as recommend by a CERTIFIED
FINANCIAL PLANNER specialist going forward. Our goal is to
make the sometimes overwhelming and complex process of full-
service financial planning as simple as possible for our
clients and offer a truly unmatched experience doing it.
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I am an acknowledged fiduciary
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MBA -
Bachelor of Science - Finance and Banking