Affinity Private Wealth
The Affinity Private Client Group offering elevates the level of execution and performance related to your financial affairs
Affinity Private Wealth
Best Serving Clients with $1 Million + of Liquid assets.
The Affinity Private Wealth offering elevates the level of execution and performance related to your financial affairs. Clients are often seeking a more integrated and comprehensive approach to planning along with a higher level of portfolio design.
Included Services for clients that qualify for The Affinity Private Wealth offering
Asset Management
- Sophisticated portfolio design and reporting
- Objective and independent investment selection
- Preferred pricing and no hidden commissions.
- Exclusive strategies to Affinity Financial Group clientele.
- Tax deductible advisory fees.
- Online account accessUS citizen and US resident asset management
Integrated Planning
- Comprehensive goal setting
- Business advisory and corporate structure planning
- Corporate and personal cash flow planning
- Tax strategy and year end tax packages
- Legal, wills, estates, and trusts
- Risk management and insurance planning
- Retirement planning
- Philanthropic planning
Wealth Administration
- Affinity Vault: Secure cloud data storage
- Year end tax package
- Private banking referral
- Trust administration services
- Private banking referral