Diversified strategies are our greatest yield.
Affiniti Wealth has been built upon three core attributes: intuition, strength and stability.
From this foundation we service a range of higher net worth clients, who come to us for the quality or our analysis and the depth of our experience.
Client needs range from family businesses and generational wealth transfer to risk mitigation for C-suite succession strategies.
We would be pleased to provide a review of your financial plan if you feel you’re ready to outperform the average.
Services We Offer
- Investment Counsel
- Estate Planning
- Risk Management
- Insurance Solutions
Investment Counsel
Affiniti Wealth is uniquely differentiated by our commitment to process. Before ever making any recommendations, we first work with clients to develop a complete understanding of their financial position, family concerns, tax position, philanthropic objectives and estate planning.
We then work with our client-families to help them determine financial goals and objectives in the short, medium and long term. We create a capital forecast model that quantifies our client's ability to meet their goals and objectives given their current financial realities with varying growth assumptions. We believe this is an important tool in determining how much risk NOT to take and establishes baseline investment parameters. We believe this holistic approach allows us to make unique and tailored investment recommendations that go beyond traditional risk/return characteristics.
Estate Planning
We work with our client families and their professionals to ensure their estate plans are effective and efficient. Effective in this case means that their assets are transferred to their intended heirs, whereas efficient means that the least amount of taxes are incurred and the assets are not exposed to any unnecessary risks.
Risk Management
In most cases, the ability of our client families to achieve their intended financial objectives is predicated on their ability to earn continuous income. Affiniti Wealth works with our client families to help ensure the sustainability of income in the event of a disability or critical illness. Using an innovative array of products designed for professionals, we can help mitigate the financial impact in the event of an unexpected medical event.
Insurance Solutions
By most measurement standards, the majority of our families do not need life insurance for the traditional reasons of income replacement or liquidity to fund expenditures that arise due to a death (i.e taxes or shareholder buy out). However, there are other features of life insurance that benefit families depending upon their current and long term capital positions. At Affiniti Wealth we suggest three basic insurance solutions for our clients.
