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Affinity Wealth ManagementAffinity Wealth Management Contact: Peter Gaertner
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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