Affinity Capital Management Inc. strives to support individuals, families, and small businesses in meeting their financial goals. Our team provides professional financial-advisory services, bringing a socially responsible perspective to retirement, insurance, tax planning and preparation, estates and wills, and investing.

We believe that every individual has a unique relationship with their finances and that understanding a client’s history, current lifestyle, belief system, future goals, and desires is crucial in preparing an effective financial plan. YOU are the starting point, not your money.

At Affinity Capital, we encourage our clients to explore investment options that align their financial goals with their values and beliefs. Specifically, we promote an approach to investing that integrates sustainable growth opportunities with proven superior risk-adjusted returns while encouraging a positive ESG (Environmental, Social, Governance) impact.

Want to experience the expertise of Affinity Capital Management Inc. for yourself? Request a free no-obligation exploratory meeting today!