Network·Family Office

Affinity Wealth Management LLC

Unclaimed

📍 WILMINGTON, DE

Family Officehealthcarebusiness services
www.affinitywealth.com/

SEC CRD #801-112231

About

Delaware Wealth Management Advisors | Wilmington Financial Planners 0 Skip to Content WORK WITH US Open Menu Close Menu WORK WITH US Open Menu Close Menu Live your fullest life. We take care of your money so you can focus on everything else. Work With Us We help you use money to live your best life. Since 1974, Affinity has helped clients align their financial goals with personal ambitions. We know that you work hard to save for the future, now let us help you get there by matching your money decisions to your dreams. Meet Our Team A financial partner for whatever you need. When you work with Affinity, you get more than advisors. You get advocates who genuinely care about your dreams and are committed to removing the financial obstacles that might stand in your way. If you currently find yourself with more questions than answers about your financial future, you’ve come to the right place. As your trusted partner, we help you: Minimize tax exposure Optimize retirement accounts Fund education for your children Create clarity around future scenarios How do you want to live your best life? This question drives everything we do. In our initial Connect Meeting, we seek to learn about your unique situation and ultimate goals so we can develop financial strategies that align with what truly matters to you. WORK WITH US Financial expertise that serves your vision. Wealth Management → Estate planning, tax strategies, business management and other wealth solutions to get the most out of

Key Contact

CN

CHARLES N. HEISEY

CHIEF COMPLIANCE OFFICER

📞 (302) 652-6767

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Geographic Focus

deunited states

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AUM

$873M

Check Size

$2.0B–$2.0B

Location

WILMINGTON, DE

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