Affinity Wealth Management is proud to announce expanded services led by a Certified Financial Planner™ in Wilmington, focused on personalized wealth building and retirement planning strategies.

Affinity Wealth Management has long been recognized for its client-centered approach to helping individuals achieve their financial goals. Now, with a Certified Financial Planner in Wilmington, the firm is better positioned than ever to provide comprehensive support tailored to the unique needs of local families and professionals.

We’re seeing more Wilmington residents actively looking for ways to protect and grow their wealth while planning confidently for retirement. Our goal is to be a long-term partner in that journey, providing guidance that’s both strategic and deeply personal.

A Certified Financial Planner™ (CFP®) must meet rigorous education, examination, experience, and ethical requirements—standards that help ensure clients receive the highest quality advice and service. At Affinity Wealth Management, this translates into holistic financial planning that goes beyond investment advice. Services include:
• Retirement income strategies
• Wealth accumulation planning
• Tax-efficient investment portfolios
• Estate and legacy planning
• College savings strategies
• Risk management and insurance reviews
Affinity Wealth Management emphasizes individualized financial planning, offering each client a customized roadmap that reflects their specific life goals, financial situation, and values. By integrating modern technology with a human touch, the firm provides tools for financial education and visibility while maintaining strong client relationships built on trust.

As a Certified Financial Planner in Wilmington also works closely with small business owners, pre-retirees, and young professionals—ensuring that financial strategies evolve alongside changing life circumstances. The team remains committed to financial literacy and hosts ongoing workshops and webinars on topics ranging from budgeting and investing to estate planning and retirement readiness.

About Affinity Wealth Management
Affinity Wealth Management is a Wilmington-based financial planning firm dedicated to helping individuals, families, and business owners make informed decisions about their financial future. The firm prides itself on its fiduciary standard and client-first philosophy, offering a full range of financial services guided by transparency, education, and long-term success.

To Know more visit us: https://www.affinitywealth.com/about-us