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Affinity Wealth Management Group Logo

Affinity Wealth Management Group

720 Summit Blvd, Frisco, CO 80443
✅ CityLocal Services Trusted Business

Affinity Wealth Management offers a comprehensive range of financial services in Tucson, Arizona. Their services include foundation and endowment guidance, comprehensive financial planning, investment consulting, advanced investment analytics, alternative investments, endowment models, donor-advised funds, single-stock risk management, trust services, engagement with boards and committees, ESG screening, advocacy with local presence, portfolio management, retirement strategies, risk management, estate strategies, life insurance planning, services for high-net-worth and ultra-high-net-worth clients (HNW/UHNW), extended care strategies, education strategies for children's future expenses, Social Security strategies for retirement planning, small business ownership guidance and support, cash flow analysis for informed financial decision-making,

charitable giving and legacy planning assistance,

special needs trusts for the care of loved ones with disabilities,

debt management plans,

financial education sessions to enhance financial literacy.

Their team of professionals provides personalized solutions tailored to individual needs and goals. For more information or to get in touch with Affinity Wealth Management about their services visit their website.