The Private Client Group at Affinity Wealth Management Group addresses the needs of high net worth individuals who face unique tax and estate planning challenges. If you have experienced financial success and wish to ensure your legacy is transferred efficiently, the subject matter specialists in our Private Client Group can assist.
We listen carefully, conduct case consultations among multiple experienced advisors, and simplify complex estate planning, tax mitigation, and other business owner concerns to show clients the way forward.
Working together, we’ll customize a comprehensive financial strategy that revolves – and evolves – around what matters most to you.
By identifying our Private Client Group clients, we are able to provide better service to all of our clients. Since Fortis policyholders require more of our service team’s time and often have more sophisticated needs, we can assign the right Account Managers to the right clients.