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A Wealth Manager plays an important role in assisting you to help achieve your financial and retirement goals.

At the Affinity Advisory Network, we believe that having a Wealth Manager to assist with your investments and securities is an important piece of the planning process in addition to the Estate Planning, Insurance, Legal, Home Equity, and Tax professionals that we use.

When dealing with investments, trust is the top priority for all investors. That is why Affinity will only refer a trusted Wealth Manager to all of our clients. Character, trust, successful years of experience, and the ability to communicate and manage the investment process with you are just some of the factors we look for in a Wealth Manager.

Your Wealth Manager will work with you every step of the way to help manage your IRA, Roth IRA, Trust Accounts, 529 plans, 401ks, Individual or Joint Accounts, and may use a variety of different investment vehicles such as:

  • Stocks
  • Bonds
  • Mutual Funds
  • Non-Traded REITs
  • Alternative Investments
  • Structured Products

We know investors like you want to work with someone who is not only an expert in the industry, but who is also trustworthy, transparent and can explain all of the positive and negative aspects of the investment process.

Whether you are a conservative, moderate, or aggressive investor, it’s important to have a portfolio that is tailored just for you.

* Past performance is not necessarily indicative of future results.
* Affinity Advisory Network is not a broker dealer, is not Securities Licensed and does not provide Investment Advice