Lasting relationships. For all that matters

Affinity Wealth Partners

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

AWP Team

Experience. Guidance. Lasting relationships

At Affinity Wealth Partners, what you value most and why you value it matters to us. It forms the basis of how we go about providing you with guidance, wealth planning and customized service to help you pursue your goals. Our name is inspired by this commitment to you- it is a representation of our great affinity for our clients and our dedication to being their trusted advisors.

Our Mission: Working closely with affluent families and individuals, we help them manage their 
                      financial assets, risk, and legacy. By utilizing our in-depth body of knowledge
                      and engaging in our clients' stories, we seek to make a real impact in the lives of
                      our clients and their communities.

Our Values:  Practice with integrity:    Accountability, client priorities, continuous learning
                     Quality relationships:      Trustworthiness, open communication, community impact
                     Growth:                         Growth strategies, optimized structures, current insights

Wealth planning tailored to you

Professionals

Empty stands

Athletes and entertainers, let’s talk legacy

Foundations and endowments

Multigenerational families

Philanthropy

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Financial strength

Driving confidence.
Aa3 (stable) Moody’s
A+ (stable) Standard & Poor’s

UBS AG, long-term senior secured debt rating. As of 5/17/2021

Insights