Independent • Fiduciary • Established 1974
Headquartered in Wilmington, Delaware, Affinity Wealth Management LLC traces its legacy across five continuous decades. We combine quantitative rigor, proactive tax minimization, and empathetic advocacy to help clients live their fullest lives.
A Half-Century of Trust
Affinity Wealth Management LLC was founded on the belief that personal wealth is never just numbers on a custodial statement—it is the instrument that funds your passions, educates your children, sustains your business, and protects your family's future.
Operating as an SEC Registered Investment Advisor (RIA), we are legally bound to put your interests ahead of our own at all times. We do not sell proprietary financial products, accept under-the-table commissions, or impose rigid corporate quotas.
Furthermore, our unified operational partnership with our sister CPA firm, NANNAS, HAINES & SCHIAVO, P.A., alongside Affinity Tax, solves the age-old problem of disjointed financial and tax advice. Our planners and tax specialists sit together, evaluating your wealth as a synchronized organism.
Multidisciplinary Leadership
Twelve experienced professionals holding CFP®, CPA, AEP®, CLU®, EA, and FPQP designations dedicated to your journey.
Holds a B.S. in Economics from the University of Delaware. An "architect of strategy" who co-founded predecessor firm Investment Management and Planning, LLC. Specializes in multi-generational wealth preservation, business owner liquidity events, and high-complexity tax architecture.
Native Delawarean, Salesianum School and University of Delaware graduate (B.A. Economics). Over 35 years of wealth management and retirement planning leadership. Frequently teaches adult education courses on retirement planning at the University of Delaware and West Chester University.
Enrolled Agent authorized to represent taxpayers before the IRS. Transitioned from over a decade in insurance to comprehensive wealth planning. Specializes in empowering women, families in complex life transitions, and high-earning corporate professionals.
Delaware native and University of Delaware alumna with more than 20 years in financial services, tax return preparation, and holistic planning. Specializes in advising small business owners and dual-career families balancing active growth with future security.
Focuses on translating complex investment architectures and retirement equations into plain-English, actionable steps. Dedicated to helping high-earning professionals in their 30s and 40s build sustainable wealth without lifestyle derailment.
Former NFL Linebacker who played 8 seasons across the Green Bay Packers, Minnesota Vikings, Indianapolis Colts, and Baltimore Ravens following Penn State. Scaled multiple franchise businesses for 20+ years post-NFL before entering wealth advisory full-time.
Wilmington native and Elon University graduate with dual degrees in Finance and International Business. Provides vital wealth research, portfolio modeling, and client analytics across the advisory practice.
Brings extensive tier-one private banking operations experience, having served as Vice President at AlTi Tiedemann Global and Vice President / Senior Client Service Associate at J.P. Morgan Private Bank for over 7 years. Graduate of the University of Delaware.
Over two decades of dedicated administrative and client service leadership in the wealth management sector. Coordinates seamless onboarding, asset transfers, and secure custodial operations.
Experienced legal administrative assistant and front-desk coordinator for top Delaware practices. Active community volunteer for local women's shelters and fundraising coordinator for The atTAck Addiction foundation.
15 years in legal administration and secretarial support. Alumna of Alfred University. Serves on the Delaware City Tree Commission, Historic Preservation Commission, and is Vice-President of the Delaware City Library Board.
Over 25 years of experience across bookkeeping, accounting, and operations management. Longtime North Wilmington resident and active equestrian and volunteer for Special Olympics Delaware.
Clear Differentiation
Understanding the legal and structural distinctions between fee-based Registered Investment Advisors and Wall Street broker-dealers.
| Standard / Feature | Affinity Wealth Management (RIA) | Traditional Broker-Dealer / Wirehouse |
|---|---|---|
| Legal Obligation | Fiduciary Duty: Legally required to act solely in the client's best interest at all times. | Suitability Standard (Reg BI): Permitted to recommend products that are "suitable" but pay higher commissions. |
| Compensation Model | Transparent Fee-Only / Fee-Based: Transparent percentage of assets under management or flat planning fees. | Commission & Markups: Trading commissions, front-end loads, 12b-1 mutual fund kickbacks, and insurance sales incentives. |
| Product Proprietary Bias | 100% Independent: Zero proprietary products. Open-architecture institutional access to funds, ETFs, and treasuries. | In-House Product Quotas: Incentives to sell corporate-branded mutual funds, structured notes, and annuities. |
| Tax Integration | Direct Sister CPA Firm Integration: Daily collaboration with Nannas, Haines & Schiavo, P.A. for year-round tax mitigation. | Disconnected Advice: Planners issue standard disclaimers stating "we do not provide tax or legal advice." |
| Public Disclosures | Form ADV Part 2A & Form CRS: Fully transparent SEC filings outlining all fees, conflicts, and business practices. | Complex multi-tier disclosure packets with variable dealer concessions and hidden platform fees. |
Discover how a 50-year legacy of independent advice and integrated CPA tax planning can help you live your fullest life.
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