Affinity Private Wealth

Affinity is an independent trust, investment and wealth consulting company helping families and individuals preserve and enhance their assets for themselves and across generations. Our founders and employees are professionals with many years of experience in caring for clients and expertise in managing, structuring and transacting in financial instruments. Our primary focus is to truly understand our client's requirements and aspirations and relate these to their finances. Our goal is to provide relevant advice, founded on a relationship of trust, with clear, open and timely communication. We make our clients' lives simpler. Our business is founded upon our commitment to the following key values: integrity and independence objectivity empathy transparency and accountability We provide clients individual attention, deliver on our promises and take pride in what we do. We invest in our people, providing opportunities to enhance their professional skills and ensure they are properly equipped to deal with the evolving needs of clients. We offer a flexible and positive work environment; our employees are shareholders and have accountability within their own firm. It is these beliefs that drive our business and our commitment to exceeding the expectations of everyone we work with.