Affinity Wealth Management, LLC

Affinity Wealth Management (AWML) provides ongoing portfolio management services tailored to each client's individual goals, objectives, time horizon, and risk tolerance. AWML creates an Investment Policy Statement outlining the client’s current situation and constructs a plan to aid in selecting a suitable portfolio. AWML may direct clients to third-party investment advisors. AWML generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.