Protecting Your Properties, Your People, and Your Peace of Mind

At Affinity Wealth Management, we believe that living a full and meaningful life involves more than just financial stability - it's about experiencing all the possibilities that life has to offer. Since 1974, we have been dedicated to helping our clients create life experiences that match their personal and financial goals. Our mission is to help you live the best life possible, and we do this by helping you live more fully.

How We Help

At Affinity Wealth Management, we take a holistic approach to wealth management. We understand that everyone's financial situation is unique, and we work closely with you to develop customized strategies that align with your values, goals, and lifestyle. We offer three main services: wealth management, investment management, and retirement planning.

Wealth Management

Our wealth management services are focused on helping you live your best life. We believe that wealth management is not just about money - it's about you. That's why we take the time to get to know you, your dreams, and your goals. We then match your money with your dreams and goals to help you live more fully. Our wealth management services include tax and estate planning, as well as creating a lifetime of great experiences and memories.

Investment Management

At Affinity Wealth Management, we understand that building memories with your family is important. That's why we take care of the investing so you can spend more time making memories. Our investment management services are designed to help you build the best memories for you and your family. We take care of the investing, so you can focus on living your best life.

Retirement Planning

Retirement is a significant life transition, and we want to help you maximize your life experiences instead of worrying about the money. Our retirement planning services are designed to help pre-retirees and retirees navigate this life transition. We work closely with you to develop customized retirement plans that align with your values, goals, and lifestyle.

Our Team

At Affinity Wealth Management, we believe that it takes a village to live life fully. That's why we surround you with a team of highly educated professionals to serve you. Our team includes financial advisors, research analysts, and client services associates who are committed to helping you design a life lived fully.

Michael Sicuranza, CFP, AEP - CEO and Sr. Financial Advisor

Michael has been in the financial services industry since 1991. He has a Bachelor of Science degree in Business Administration, with a concentration in Finance, from the University of Delaware. He is a CERTIFIED FINANCIAL PLANNER practitioner and an Accredited Estate Planner.

James E. Hall Jr., CFP - Chairman and Sr. Financial Advisor

James has been in the financial services industry since 1969. He has a Bachelor of Science degree in Business Administration from the University of Delaware. He is a CERTIFIED FINANCIAL PLANNER practitioner.

Abigail McCloskey, CFP, CLU - Financial Advisor

Abigail has been in the financial services industry since 2005. She has a Bachelor of Science degree in Finance from the University of Delaware. She is a CERTIFIED FINANCIAL PLANNER practitioner and a Chartered Life Underwriter.

Cheryl Starr, CFP - Financial Advisor

Cheryl has been in the financial services industry since 1993. She has a Bachelor of Science degree in Business Administration from the University of Delaware. She is a CERTIFIED FINANCIAL PLANNER practitioner.

Brian Thomson, CFP - Associate Financial Advisor

Brian has been in the financial services industry since 2014. He has a Bachelor of Science degree in Finance from the University of Delaware. He is a CERTIFIED FINANCIAL PLANNER practitioner.