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Affinity Wealth Management Group Logo

Affinity Wealth Management Group

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

Affinity Wealth Management is a trusted financial services firm based in Tucson, Arizona. With a mission to prioritize the well-being of their clients and their families, they offer a comprehensive range of services to help individuals and organizations achieve their financial goals.

Their services include foundation and endowment guidance, comprehensive financial planning, investment consulting, advanced investment analytics, alternative investments, trust services, and engagement with boards and committees. They also assist clients with ESG screening, risk management, portfolio management, retirement strategies, estate planning, life insurance solutions, education strategies, small business ownership guidance, cash flow analysis, charitable giving and legacy planning, special needs trusts for individuals with disabilities, debt management strategies, and financial education.

With a client-centered approach and a focus on building long-term relationships based on open communication and trust, Affinity Wealth Management strives to provide personalized solutions tailored to each client's unique needs. Their team of experienced professionals is committed to guiding clients every step of the way towards financial success and security.

Overall, Affinity Wealth Management is dedicated to helping clients navigate the complexities of wealth management while providing reliable guidance and exceptional service.