Private Client

The Affinity Private Client Group is our premiere service offering for qualified individuals and families.* We recognize that as your financial success grows, the time commitment and complexities also drastically increase. Our premiere offering seeks to address all financial needs from asset management and business advisory to cross-border planning. We have developed a global resource pool to guide you through the daunting task of comprehensive Wealth Management and the many planning synergies that go along with it. We want to ensure you are taking advantage of all available resources while limiting your time commitment and stress associated with those responsibilities.

*Speak to an Affinity Financial Group Advisor about qualifying.