Affinity Wealth Management Group was founded in 1986 as a way to offer clients high quality, personalized financial service. Affinity Wealth Management Group offers a broad selection of investment opportunities, retirement planning strategies, insurance protection and estate planning strategies. The Affinity Wealth Management Group provides the objective advice and personalized attention that you should expect from a local independent firm. Our clients also receive the potential benefits of working with the largest independent broker- dealer in the country, LPL Financial*. Our mission is to guide our clients to successful investing, resulting from careful planning, emotional discipline and the use of asset allocation. We strive to provide quality service, to work with you as your trusted advisor, and to use our knowledge and expertise to create value. The Affinity Wealth Management Group considers itself a Personal Chief Financial Officer (CFO) for its clients. Our goal is to assist our clients in focusing on essential financial considerations by developing and implementing sound financial strategies. As a Personal CFO, our Team uses specialized knowledge, experience, and resources to identify important financial matters, review reliable options, and if required, assemble specialists to assist with implementing strategies. * As reported by Financial Planning magazine, June 1996-2016, based on total revenue. Securities offered through LPL Financial, Member SIPC. www.SIPC.org Advisory Services offered through Western Wealth Management LLC, a registered investment advisor. Affinity Wealth Management Group and Western Wealth Management LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. “For a list of states in which we are registered to do business, please visit www.affinitywmg.com.
View Top Employees from Affinity Wealth Management GroupWebsite | http://www.affinitywmg.com |
Revenue | $4 million |
Employees | 4 (4 on RocketReach) |
Founded | 1986 |
Address | 720 Summit Blvd Unit 101 B, Frisco, Colorado 80443, US |
Phone | (970) 668-8448 |
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Industry | Financial Services, Finance General, Finance |
Competitors | Concierge Wealth Management™️, Covenant Wealth Advisors, Estes Wealth Strategies, Selkirk Wealth Advisors, LLC, Shoreline Financial Partners |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular Affinity Wealth Management Group employee's phone or email?
The Affinity Wealth Management Group annual revenue was $4 million in 2024.
Derek Podolak is the Managing Partner of Affinity Wealth Management Group.
4 people are employed at Affinity Wealth Management Group.
Affinity Wealth Management Group is based in Frisco, Colorado.
The NAICS codes for Affinity Wealth Management Group are [523, 52393, 52, 5239].
The SIC codes for Affinity Wealth Management Group are [62, 628].