Wilmington, DE- Affinity Wealth Management, a trusted fiduciary firm headquartered in Wilmington, Delaware, has once again been recognized among the Best Wealth Management Advisors for its commitment to excellence, innovation, and a personalized client-first approach. With a legacy spanning more than four decades, Affinity continues to set new standards in financial planning, investment management, and retirement solutions for individuals, families, and business owners across the region.

A Legacy of Leadership and Client-Centered Planning
Since its founding in 1974, Affinity Wealth Management has operated with one mission in mind: to empower clients to live fully through confident, personalized financial strategies. Built on the core belief that no two financial journeys are alike, Affinity’s approach is centered around meaningful relationships, deep discovery, and tailored advice that reflects each client’s unique values, goals, and life stage.

Under the leadership of President Michael Sicuranza, alongside a team of credentialed advisors including James Hall Jr., Abigail McCloskey, and Jennifer Mangan, Affinity has earned a stellar reputation for thoughtful planning and measurable impact. Their client-first philosophy and fiduciary ethics have helped thousands of families build and protect their wealth with purpose.

A Recognized Standard of Excellence
Being named among the Best Wealth Management Advisors is more than a recognition—it's a reflection of the trust and results delivered to clients over the years. At Affinity, every advisor is bound by a fiduciary duty, meaning clients' best interests are always the top priority.

This commitment is backed by a robust team approach, combining decades of financial expertise with advanced technology and planning tools. Whether it's constructing multi-generational wealth plans, managing complex investment portfolios, or developing tax-efficient retirement income strategies, Affinity’s advisors deliver results built on trust, transparency, and technical skill.

“Recognition is an honor,” said Michael Sicuranza. “But for us, the real reward is knowing our clients have the clarity and confidence to live their lives without financial stress. That’s what we work for every day.”

Innovation That Puts Clients First
In an evolving financial landscape, innovation isn’t optional—it’s essential. Affinity Wealth Management continues to stay ahead by integrating smart financial technology with high-touch advisory services. Their digital platform, Affinity Portal, allows clients to monitor goals, track progress, and collaborate with their advisors in real time.

In addition to planning software and customized dashboards, Affinity is committed to client education through regular webinars, workshops, and market insights. This proactive communication strategy empowers clients to make informed decisions, even amid economic uncertainty.

Their innovative strategies also extend to socially responsible investing, tax-aware portfolios, estate planning techniques, and coordinated care for clients experiencing life transitions such as retirement, divorce, or business succession.

Serving the Needs of Delaware and Beyond
As one of the Best Wealth Management Advisors in Delaware, Affinity serves a wide spectrum of clients—from high-net-worth individuals to families planning for college, retirement, or charitable giving. Their deep roots in Wilmington and close connections with the local community position them uniquely to understand and serve the needs of Delaware residents.

However, their impact reaches far beyond state lines. Affinity advisors serve clients throughout the Mid-Atlantic and across the U.S., offering virtual services, personalized planning, and responsive support that transcends geography.

Recognition Backed by Results
Affinity Wealth Management’s recognition comes not just from industry accolades, but from client satisfaction and loyalty. Their approach results in long-term partnerships—some spanning generations—and a high referral rate from those who value authenticity, integrity, and strategic insight.

The firm’s results speak for themselves. Whether guiding a client through a successful retirement transition or helping a young family map out their financial future, Affinity delivers consistent value through personalized advice, proactive planning, and a clear roadmap for achieving life goals.

About Affinity Wealth Management
Affinity Wealth Management is a fiduciary, independent financial planning firm based in Wilmington, Delaware. For over 40 years, the firm has provided personalized financial strategies to individuals, families, and business owners with services including:
• Wealth & Investment Management
• Retirement Planning
• Estate & Legacy Planning
• Tax Optimization Strategies
• Life Transitions & Divorce Planning
• Multi-Generational Wealth Transfer

With a team of certified professionals (CFP®, CLU®, CDFA®, etc.), Affinity is deeply committed to helping clients achieve financial clarity and confidence through every life stage.

Contact Information
Affinity Wealth Management
2751 Centerville Road, Suite 110
Wilmington, DE 19808
📞 Phone: (302) 652 6767
🌐 Website: https://www.affinitywealth.com
📧 Email: [email protected]