Affinity Wealth Advisory Group

Affinity Wealth Advisory Group A private wealth advisory practice of Ameriprise Financial Services, LLC

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For many financially solo adults, independence isn’t a temporary phase.New research from Ameriprise Financial shows long...
05/28/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

Saving for College: Understanding Your OptionsFrom 529 plans to other savings strategies, not all college funding option...
05/27/2026

Saving for College: Understanding Your Options

From 529 plans to other savings strategies, not all college funding options are created equal. 💡 Learn how different approaches work together to support your child’s future—without sacrificing your own goals.

👉 Read more: https://bit.ly/4tWPB99

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Financial independence is sometimes misunderstood as isolating or risky.Ameriprise Financial research shows many financi...
05/27/2026

Financial independence is sometimes misunderstood as isolating or risky.

Ameriprise Financial research shows many financially solo adults feel confident in their financial situation and take pride in managing money on their own.

A closer look at the data offers a more accurate picture of today’s solo adults.

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own ...
05/26/2026

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own build confidence, plan ahead and make long-term decisions.

Read the highlights from Flying Solo: Navigating Financial Autonomy — and if you’re navigating on your own, we're here to help you turn today’s choices into a plan you can feel good about.

🔗 Learn more: Ameriprise.com/FlyingSolo

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

A 529 Plan has more flexibility than you might think, including helping your loved one save for retirement. Did you know...
05/21/2026

A 529 Plan has more flexibility than you might think, including helping your loved one save for retirement. Did you know there are many ways to repurpose unused 529 Plan funds — without penalty — even if your loved one does not go to college? Get in touch to discuss your options.

Renee took the stage at the Forbes women advisors conference, sharing her insight on financial identity.
05/20/2026

Renee took the stage at the Forbes women advisors conference, sharing her insight on financial identity.

Your income is the engine that powers your lifestyle and goals. Protecting it means protecting your future. Let’s connec...
05/20/2026

Your income is the engine that powers your lifestyle and goals. Protecting it means protecting your future. Let’s connect to discuss solutions that help keep your plans moving forward.

05/19/2026

Smart investing includes smart allocation. Learn what asset allocation is - and how it can influence results in this video from Ameriprise Financial.

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7010 E Chauncey Lane, Ste 200
Phoenix, AZ
85054

Opening Hours

Monday 7:30am - 4:30pm
Tuesday 7:30am - 4:30pm
Wednesday 7:30am - 4:30pm
Thursday 7:30am - 4:30pm
Friday 8am - 2pm

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