Private Client Group

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.

Our Clients Include

  • Individuals who potentially face substantial tax obligations
  • Individuals who seek to do legacy, estate, and charitable planning
  • Individuals who have experienced, or anticipate major liquidation events
  • Business owners looking for succession or exit strategies

 

Working together, we’ll customize a comprehensive financial strategy that revolves – and evolves – around what matters most to you.

Our Service Offerings

  • Estate planning strategies
  • Tax mitigation strategies
  • Business financial planning
  • Charitable giving strategies
  • Wealth management solutions
  • Risk management

 

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.

Contact us today for a conversation about your advanced planning needs.