Affinity Wealth Management » Financial Services & Real Estate

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Affinity Wealth Management

Contact: Peter Gaertner
Office 1702 Lovering Ave Wilmington Delaware 19806 Phone: 302-652-6767 Website:

Business Description

Photo of Affinity Wealth Management

Affinity Wealth Management is a full service, Independent Wealth Management firm that has been serving successful individuals, families, and small businesses since 1974. We have clientele that spans the country. Affinity Wealth Management provides needs-based financial services to help clients meet their personal and financial goals.

Wealth Management Services:

• Investment Management

• Risk Tolerance Measurement and Assessment

• Portfolio Review and Analysis

• IRA and 401(k) Rollover

• Estate Planning

• Year-end Tax Planning

• Employer-Sponsored Retirement Plans

• Annuities and Income-Generating Products

• Long-Term Care Insurance

• Life and Disability Insurance

• Objective-based Financial Planning

• Investment Strategy Review

Affinity Wealth Management offers portfolios based on financial objectives, time horizons, and risk tolerances. Proprietary portfolios may consist of Exchange Traded Funds, Mutual Funds, and/or Separate Account Equities. Additional products and services are offered through Coastal Equities, Inc., our independent broker/dealer.

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1702 Lovering Ave Wilmington Delaware 19806

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