Our Mission

Our mission is to provide personalized, value-added services to our clients by guiding them in making educated, intelligent financial decisions. We deliver these services through access to customized wealth management services. Affinity Asset Management is a firm on the cutting edge of the wealth management process and is continually developing new investment strategies and planning concepts to maintain that edge. We consistently strive to go beyond our client's expectations.

We also add value to our services by keeping abreast of industry and legislative changes that affect our clients. We are committed to establishing trust, respect, and a lasting partnership with our client. We value our long-term client relationships as professionals, partners, and in many cases, friends.


"It's choice—not chance—that determines your destiny." — Jean Nidetch