Affinity Wealth in Delaware | Wilmington Financial Planners
Rely on our certified financial and tax planning experts for advanced wealth management and retirement plan strategies in Delaware and Pennsylvania.
James E. Hall Jr. — Affinity Wealth Management
He is a Senior Financial Advisor at Affinity Wealth Management and a member of the Investment Committee. Jim, a native Delawarean, has over 35 years of financial planning and investment management experience.
Abigail McCloskey — Affinity Wealth Management
Abigail McCloskey, CFP®, CLU®. Senior Financial Advisor. I’m Abby McCloskey, and I’ve been a Financial Advisor with Affinity Wealth Management since 2018. I spent the first decade of my career in the insurance and financial services industry; working first in operations, then transitioning to sales. I made the decision to become a ...
Independent wealth management firm in Wilmington, Delaware — …
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.
Chris Williams — Affinity Wealth Management
Chris Williams, CFP®. Associate Financial Advisor. Chris joined Affinity Wealth Management in September of 2019 as an Associate Financial Advisor. Chris is a graduate of Morehouse College, he earned his MBA in Finance, and holds the Certified Financial Planner designation.
Contact Affinity Wealth Management for Expert Financial Guidance ...
Reach out to Affinity Wealth Management for personalized investment management and retirement planning services. Call us at +1 302-652-6767 or email us at [email protected].
Financial Advisory Consulting - Tax planning Firm Wilmington, DE ...
Learn how our independent advisors can help you navigate retirement, tax planning, asset allocation and investment decisions. Personalized guidance for a secure financial future.
Michael Sicuranza — Affinity Wealth Management
My name is Mike Sicuranza and I am an architect of strategy. Every day I see intelligent, capable individuals challenged by complexity as they struggle to develop and manage a plan to reach their targets, particularly as they amass wealth or manage their business.
Disclosures — Affinity Wealth Management
AWM will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure"), Form ADV Part 2B, which is the Brochure Supplement for each advisory person supporting a particular client, and the Form ADV …
Living Full - Affinity Wealth Management
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