Affinity Wealth Management LLC

10/13/2026

Excited to welcome our newest team member, Stephanie Clendening! Stephanie will be working with our small business team as Retirement Plan Consultant. We are super excite to have her come aboard as we continue to build multiple business lines to better serve our current and future clients.

10/09/2026

What would you like your charitable giving to support this year?

Once you have a cause and an amount in mind, leave time to review how the gift will be made. Different assets and accounts can involve different steps.

Our new article offers questions to bring to your advisor and tax professional before year-end.

Read it here https://www.affinitywealth.com/blogs/plan-year-end-giving-early

09/25/2026

Tristan Pantano joins Affinity Wealth Management as an Associate Advisor, bringing more than two years of experience in wealth management. A Wilmington native, he graduated from Elon University in 2023 with degrees in Finance and International Business. He enjoys helping clients navigate financial challenges. Outside of work, he enjoys fitness, travel, and cheering on Philadelphia sports teams. We are thrilled to have him join our team.

09/23/2026

December is good at forcing money decisions and bad at improving them. Our new blog post is about making the same decisions in September instead, calmly, with time for them to work. Link below.

December money decisions get made in a hurry. A Delaware guide to personal tax planning and year-end moves, decided calmly in September instead.

09/18/2026

Cooler mornings, changing leaves, and fall settling in along the Brandywine — we’re grateful to call Wilmington home.

09/09/2026

The portfolio you set up five years ago is still making decisions for you, and it has not heard about anything that has changed since. Our new blog post explains asset drift, why staying put feels safe, and what a September look catches in time. Link below.

Your portfolio still runs on five-year-old decisions. A Delaware retirement planner on asset drift, and the September checkup that catches it in time.

09/07/2026

Happy Labor Day from all of us at Affinity. Whatever the long weekend holds, we hope it is unhurried, and that the grill cooperates.

09/02/2026

Five years of life is a lot of change. New jobs, new houses, kids getting older, plans getting closer. If your portfolio has not had a look in that long, it has not noticed any of it. Our new 10-Minute Portfolio Self-Check shows you what may have quietly moved.

A free year-end self-check for Delaware households. Find what has drifted in your plan and which deadlines close on December 31, while you still have time to act.

08/19/2026

Kids inherit money habits years before they inherit money, and they learn them by watching. Our new blog post is about the first inheritance, the one no attorney drafts, and how to make it the one you would choose on purpose. Link below.

Kids inherit money habits years before money. A Wilmington financial planner on preparing your children, and your estate, for what passes on.

08/05/2026

Your business is not your identity, and it is not your retirement. Our new blog post is for every owner who built something worth being proud of and never spent an afternoon separating themselves from it on paper. Link below.

Your business is your largest asset and your least examined one. A Delaware wealth management look at the gap between a great income and real wealth.