When your goals become important enough to plan.
Affinity Wealth Management Group
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. We strive to help create financial stability and independence for each of our clients.
Our Mission
As a firm that endorses the values and ethics of the CERTIFIED FINANCIAL PLANNERTM PROFESSIONAL, we create customized life strategies that seek to help, preserve and pass on our high net worth client’s family assets. We are committed to helping individuals, families and businesses meet and exceed their financial and life goals.
Meet our team
Happening Now
Stay informed on the things that could influence your financial picture the most. We offer research and articles.
Revisiting Energy | Weekly Market Commentary | April 15, 2024
As the first quarter earnings season kicked off on April 12, expectations for the energy sector were decidedly negative. That low bar has tempted analysts to forecast a series of positive surprises as recent data releases for both the U.S. and China suggest a stronger economic underpinning, and the manufacturing sector appears to have bottomed in both countries. Oil demand — and prices — typically follow rising manufacturing and factory output, while rising consumer sentiment normally portends an increase in air travel, which also requires higher oil allocations.
What To Watch This Earnings Season | Weekly Market Commentary | April 8, 2024
This quarter will seem quite similar to the fourth in terms of growth and drivers, with mega cap technology leading the way. But importantly, the point when the “493” will start contributing to overall profits is drawing closer (the 493 refers to the S&P 500 minus the seven mega cap technology stocks). Here we preview first quarter earnings season, which will benefit from an improving economic environment and continued strength in technology.
IPOs as a Market Tell: What a Recent Uptick Could Mean | Weekly Market Commentary | April 1, 2024
The IPO process awards the largest portion of new shares to the institutional market by a wide margin. Here we provide an update on recent IPO activity, performance, and discuss why IPO activity matters for markets.
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Aleda and members of our ensemble and replace with the Affinity Wealth Management Group Team stands ready to help you.
Ask a QuestionAddress: 720 Summit Boulevard, Unit 101 B, Frisco, CO 80443
PO BOX 4776 Frisco, CO 80443
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Western Wealth Management LLC, a registered investment advisor. Affinity Wealth Management Group and Western Wealth Management LLC are separate entities from LPL Financial.
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