2960 N. Swan Road Ste 215
Tucson, Arizona 85712
866.795.3360 – or – 520.795.3360
For convenient access to our office, may we suggest that you enter Plaza Palomino off of Ft. Lowell Rd. Turn right into the second entrance to the parking lot. Park near La Placita Café sign and enter the Plaza in that area. We are on the second floor, suite 215. You will find stairs and the elevator across from La Placita Café, on the right.
LETTER FROM CO-FOUNDERS
We understand that who you choose to manage your money is a monumental decision and ultimately comes down to trust. Whether you’re looking ahead to retirement, have assets in need of oversight or are responsible for your organization’s accounts, the choice you make will have impact for years to come.
At Affinity Wealth Management, you can expect us to make your interests the priority in all areas of our service. Our independence is the key to your success. We have no corporate mandates to serve, and our only obligation is to pursue your goals. During the early years of our careers working for large investment firms, we began organizing neighborhood financial seminars for people in the midst of significant transitions in their lives. A light went off, and we both realized that focusing on educating and advocating for clients is a very satisfying and positive endeavor. We’re proud to have built our business on the principles of independence, honesty and open communication.
Please call us to discuss how our approach may benefit you.
Co-Founders and Managing Partners