# Affinity Wealth Management Llc > Analysis by Optimly for Optimly AI Visibility, in the Optimly AI Brand Index. Last analyzed September 1, 2026. > Affinity Wealth Management is a financial advisory firm established in 1974, dedicated to helping clients align their financial goals with personal ambitions. They provide comprehensive services including wealth management, business financial management, investment management, and retirement planning to help individuals and businesses achieve their financial dreams and live their best life. - Business Profile: https://optimly.ai/brand/affinity-wealth-management-llc - Publisher: Optimly (https://optimly.ai) - Dataset: Optimly AI Brand Index (https://optimly.ai/brand) - Official website: https://affinitywealth.com/ - Logo: https://logo.clearbit.com/affinitywealth.com - Slug: affinity-wealth-management-llc - Brand Authority Index tier: Emerging - Category: Wealth Management Firms - Last Analyzed: September 1, 2026