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Affinity Wealth Management Group
       
 
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Affinity Wealth Management Group
 
 
Mission statement: 

As a firm that endorses the ethics of the CERTIFIED FINANCIAL PLANNER™, we create unbiased, customized investment strategies to help build, protect and transfer our client’s wealth. We are committed to helping individuals, families and businesses meet and exceed their financial and life goals.
Overview: 

Affinity Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability and security for each of our clients.

Our Commitment

Our staff consists of experienced professionals with a “hands on” approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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