Affinity Investment Group, LLC

"Helping families create, preserve and manage finances"

Our team brings a holistic approach to financial and estate planning. Our firm is positioned to help you better understand how to prudently manage wealth, how to distribute it over a lifetime, and how to provide a legacy.

Our Services

 

Investing and Portfolio Design

Learn about investment strategies and portfolio design. Our investment management process begins with acquiring a clear appreciation of your individual financial situation. This includes understanding your investment objectives, current asset allocation mix, risk tolerance and cash flow requirements...
 

Estate Planning and Asset Protection

Legacy planning and asset preservation are cornerstones of any successful retirement plan and help to safeguard that your hard earned assets will be there when you and your family need them most. Estate Planning is an intricate process that may be utilized for a variety of purposes, from protecting...
 

Tax Planning

Is tax-deferred really tax-advantaged? As an investment firm, we carefully take into account the tax consequences of dividends, capital gains and income for each of our client’s accounts. We continuously monitor our client’s portfolios to utilize tax planning strategies that incorporate the...
 

Retirement and Distribution Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 30 years in retirement as compared to a retiree in 1950 who lived, on average, an...

Our Team

Founding Member of Affinity Investment Group, LLC

Greg founded Affinity Investment Group, LLC an investment advisory firm registered with the SEC, to offer wealth...

Lead Advisor

Peter is the Director of Operations at Affinity Investment Group, LLC and also serves as the lead advisor to our clients...

Financial Analyst

Ben does most of the client related financial reporting at Affinity Investment Group, LLC. Most clients see his reports...

Client Services Manager

Denise serves as Affinity Investment Group, LLC' s Client Service Manager. She is responsible for...

Client Relationship Manager

Diane is Affinity Investment Group, LLC's Relationship Manager.  Diane will greet you at our Exeter office and assist...