Affinity Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available. We strive to help create financial stability and independence for each of our clients. Learn More Our Mission As a firm that endorses the values and ethics of the CERTIFIED FINANCIAL PLANNER TM PROFESSIONAL, we create customized life strategies that seek to help, preserve and pass on our high net worth client's family assets. We are committed to helping individuals, families and businesses meet and exceed their financial and life goals. Meet our team.