Business Details
50+ Years
experience
Emergency
services
Your Trusted Partner for Financial Advisory Solutions
Affinity Wealth Management has been guiding clients toward financial freedom since 1974. Our team of certified financial planners combines technical expertise with personalized service to align wealth management strategies with individual life goals. We specialize in retirement planning, investment management, and business financial consulting, serving both individuals and organizations. With over five decades of experience, we prioritize transparency, empathy, and long-term partnerships.Our advisors hold advanced certifications including CFP, AEP, and CLU, ensuring comprehensive expertise in tax optimization, estate planning, and portfolio management. We operate as an independent firm committed to removing financial obstacles while maintaining strict fiduciary standards. Our systematic approach includes initial strategy development, implementation support, and ongoing plan adjustments through regular client check-ins.
Services
Wealth Management
Retirement Planning
Investment Management
Business Financial Management
Estate Planning
Details
- Year established: 1974
Highlights and features
- We offer 50+ years of combined experience in financial advisory services.
- Our team holds advanced certifications including CFP, AEP, and CMT designations.
- We implement a systematic investment approach with semi-annual progress reviews.
- Our client-centric model prioritizes personalized financial strategies over generic solutions.
- We provide comprehensive services spanning wealth management, retirement planning, and business consulting.
Associations and certifications
- CFP (Certified Financial Planner)
- AEP (Accredited Estate Planner)
- CLU (Chartered Life Underwriter)
- CMT (Chartered Market Technician)
Services
Wealth Management
Our wealth management services create customized strategies that align financial resources with personal objectives. We analyze clients' complete financial situations to develop comprehensive plans addressing tax optimization, asset protection, and long-term growth. The process includes regular portfolio reviews and adjustments to maintain alignment with evolving life circumstances.
Retirement Planning
Retirement planning focuses on creating sustainable income streams while minimizing tax liabilities. We develop phased strategies that consider current savings, expected expenses, and risk tolerance levels. Our approach incorporates Social Security optimization, required minimum distribution planning, and emergency fund management to ensure financial security throughout retirement years.
Investment Management
Investment management services provide tailored portfolio construction based on individual risk profiles and financial goals. We employ diversified asset allocation strategies with ongoing performance monitoring. Our approach combines fundamental analysis with market trend evaluation to maximize returns while maintaining appropriate risk levels for each client's unique situation.
Business Financial Management
Business financial management services address succession planning, employee retirement programs, and tax-efficient business structures. We help owners develop exit strategies while maintaining operational continuity. Our corporate advisory team specializes in cash flow optimization, profit-sharing arrangements, and executive compensation planning for small to mid-sized businesses.
Estate Planning
Estate planning ensures wealth transfer according to clients' wishes while minimizing tax implications. We coordinate with legal professionals to create wills, trusts, and power of attorney documents. Our services include life insurance analysis, charitable giving strategies, and multi-generational wealth preservation planning to protect family assets for future beneficiaries.
People
Michael Sicuranza
CEO and Senior Financial Advisor
Michael Sicuranza leads Affinity Wealth Management with over 30 years of financial advisory experience. As a CFP and AEP professional, he specializes in comprehensive wealth management strategies for high-net-worth individuals and business owners.
James E. Hall Jr.
Chairman and Senior Financial Advisor
James E. Hall Jr. brings decades of expertise in retirement planning and investment strategy. This CFP professional focuses on creating sustainable income solutions for pre-retirees and retirees through tax-efficient portfolio management techniques.
Abigail McCloskey
Senior Financial Advisor
Abigail McCloskey specializes in estate planning and business succession strategies. As a CFP and CLU professional, she helps clients protect assets and create legacy plans that align with both personal and financial objectives.
Jim Nelson
Financial Advisor
Jim Nelson provides investment management services with a focus on portfolio diversification and risk management. This CFP professional develops customized asset allocation strategies for individuals and small businesses seeking long-term growth.
Cheryl Starr
Financial Advisor
Cheryl Starr specializes in retirement planning and tax optimization strategies. As a CFP professional, she works with clients to create sustainable income streams while minimizing tax liabilities during retirement years.
Questions
What services does Affinity Wealth Management offer?
We provide comprehensive financial advisory services including wealth management, retirement planning, investment management, business financial consulting, and estate planning tailored to individual client needs.
How does Affinity approach financial planning?
Our approach begins with understanding your unique financial situation and goals. We develop personalized strategies that align money decisions with life objectives through ongoing collaboration and regular plan reviews.
What experience do your advisors have?
Our team includes CFP professionals with decades of combined experience. Many advisors hold additional certifications like AEP, CLU, and CMT, covering specialized areas of financial planning and investment strategy.
How are investment portfolios managed?
We create customized investment strategies based on individual risk tolerance and financial goals. Portfolios receive ongoing monitoring with quarterly reviews and annual comprehensive assessments to ensure alignment with changing circumstances.
What is the initial consultation process?
The Connect Meeting establishes your financial priorities and concerns. We analyze your current situation, discuss goals, and develop a tailored roadmap for achieving objectives before implementing any investment strategies.
How does Affinity support business owners?
We provide specialized business financial management services including succession planning, employee retirement programs, and tax-efficient business structures to help owners prepare for transitions while maintaining operational continuity.
