Wilmington, Delaware Advisory Office
No paperwork. No pressure. Just possibilities.
We believe your initial meeting with a wealth manager should never feel intimidating. Schedule a complimentary 60-minute Connect Meeting to explore how our fiduciary team can simplify your life.
The 60-Minute Exploratory Session
What happens during a Connect Meeting?
Our initial conversation is completely free of sales pressure. We do not ask for shoeboxes of tax returns or account statements before we meet. Instead, we explore five fundamental dimensions:
Your "WHY"
Uncovering the specific catalyst or transition (impending retirement, business sale, or family event) that prompted you to seek advice today.
Your Vision & Values
Defining what your best possible life looks like, what experiences matter, and what legacy you wish to construct.
Your People
Cataloging children, aging parents, key employees, business partners, or beneficiaries impacted by your financial decisions.
Your Financial Situation
A broad, high-level review of income streams, balance-sheet assets, debts, and current entity structures to assess compatibility.
The Affinity Experience
Introducing the Best Life Process and showing how our direct CPA integration delivers synchronized peace of mind.
Request Your Connect Meeting
Fill out the form below and an Affinity advisor will contact you within one business day.
Our Delaware Headquarters
Visit Our Wilmington Advisory Office
Conveniently located in the Centerville Road corporate corridor, serving clients across Delaware, Pennsylvania, Maryland, New Jersey, and nationwide.
Direct Office Coordinates
Monday – Thursday: 9:00 AM – 5:00 PM ET
Friday: 9:00 AM – 4:00 PM ET
Saturday & Sunday: Closed
Join Our Delaware Team
Explore Careers at Affinity Wealth Management
We continuously look for licensed financial planners (CFP®), tax professionals (CPAs and EAs), and client service managers who share our commitment to client advocacy and fiduciary integrity.
Why Build Your Career at Affinity?
- 100% independent RIA culture free from corporate proprietary product sales quotas.
- Collaborative, multidisciplinary environment with in-house CPA firm integration.
- Dedicated mentorship under senior partners with 30+ years of institutional experience.
- Robust continuing education and professional credential sponsorship (CFP®, CPA, AEP®).
To submit your curriculum vitae, email your credentials directly to msicuranza@affinitywealth.com with the subject line "Career Opportunity Inquiry".
Regulatory Compliance
Regulatory Disclosures & Privacy Protections
Full transparency is the cornerstone of our fiduciary standard.
Terms of Service & RIA Disclosures
Affinity Wealth Management LLC is an SEC Registered Investment Advisor located in Delaware, offering advisory services pursuant to applicable regulatory notice filings.
- Form ADV & Form CRS: Form ADV Part 2A (Brochure), Part 2B (Brochure Supplements for individual advisors), and Form ADV Part 3 (Form CRS - Client Relationship Summary) are publicly accessible via the SEC Investment Adviser Public Disclosure (IAPD) database (adviserinfo.sec.gov) or upon written request.
- Download Disclosure: Client Relationship Summary (Form CRS) [PDF, Opens in new tab]
- Trading Instructions Restriction: Trading orders, cash wire transfers, or transactional authorizations cannot and will not be accepted via email or voicemail.
- Regulatory Oversight: All digital communications are subject to review by the Chief Compliance Officer (CCO) and securities regulators.
Privacy Policy & Regulation S-P
Affinity strictly adheres to SEC Regulation S-P and the FTC/SEC Fair and Accurate Credit Transactions Act (FACT Act) / Red Flags Rule.
- Nonpublic Personal Information (NPI): We protect client tax returns, social security numbers, asset records, and account numbers through physical, electronic, and procedural safeguards.
- Zero Third-Party Selling: NPI is never sold, leased, or shared with unaffiliated third parties for marketing purposes.
- Digital Privacy & Cookies: This website utilizes operational cookies strictly for navigational stability and device telemetry; we do not track users across external platforms for behavioral advertising.
- Compliance Officer: Michael Sicuranza is formally designated as the executive administering and enforcing all privacy and cybersecurity policies.