Affinity Wealth Management is an independent, objective wealth management firm. We help clients
create a life lived-full through exploring all the possibilities with their money. Our wealth
management and investment management process is designed to create a lifetime of great
experiences and memories.
Since 1974, Affinity has helped clients create life experiences that match their personal and
financial means. We believe anyone can create any life they want, and we help clients live the
best life possible. We do it, by helping people live more fully.
What makes us different is our disciplined process when it
comes to helping our current and future clients:
I will spend the first meeting completing our Discovery Meeting during which
you will learn a lot about AWM and your potential advisor. At
the same time, it allows for us to get to know you, your
financial goals and hopes for the future to determine whether
there could be a fit and we can add value to your situation. Be prepared to talk a lot and
share professional and personal details with me!
Once mutual interest has been confirmed, an investment plan
meeting will be scheduled to review your current situation and
come up with a financial strategy as recommend by a CERTIFIED
FINANCIAL PLANNER specialist going forward. Our goal is to
make the sometimes overwhelming and complex process of full-
service financial planning as simple as possible for our
clients and offer a truly unmatched experience doing it.
General Information |
Firm Start Year: | 1974 | |
No.of Employees: | 10-19 | |
Name of Custodial Firm: | TD Ameritrade Institutional |
States Licensed in: | DE |
Number of Years with Current Firm: | 7 |
I work with the following types of clients: | Individual Investors |
Foreign Languages Serviced: | German |
Services |
Investment Types: | Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Stocks |
I can meet clients in the following ways: | Via Phone, Via Email, Video Conference, At your office, At my office, At your home |
Qualifications & Memberships |
Insurance and Annuity Licenses: | Variable Annuity, Variable Life, Life, Disability |
Financial Organization Memberships: | Society of Financial Services Professionals, Financial Planning Association (FPA) |
Non-Financial Organization Memberships: | Rotary Club |
Firm Information |
Assets Managed by Firm: | 550000000 |
Advisor's Number of Clients: | 100 |
Compliance |
Registered Investment Advisor: | Yes |
Registered Representative: | Yes |
Investment Advisor Representative: | Yes |
I am an acknowledged fiduciary: | Yes |
Compliance Disclosures in Last 5 years: | I have a clean record |
Criminal Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
Fee Structure: | Fee-Based |
Minimum Portfolio Size for New Managed Accounts: | $500,000 |
Additional Details on Charges: | $3,750.00 up to $300,000 1.25% from $300,001 to $500,000 1.10% $500,001 to $1,000,000 1.00% $1,000,001 to $2,000,000 0.90% $2,000,001 to $5,000,000 0.80% $5,000,001 to $10,000,000 0.50% $10,000,000 + |
Minimum Fee Charged for Managed Accounts: | $3,750.00 |
Minimum Fee Charged for Hourly Planning Accounts: | $1,500 |
Minimum Fee Charged for Flat Fee Accounts: | na |
Organization: | Society for Financial Service Professionals Delaware Chapter |
Position : | Director |
Duration : | 01/01/2017-Currently holding |
MBA |
Delaware State University - Dover, DE
08/2007- 05/2008 |
Bachelor of Science - Finance and Banking |
Delaware State University - Dover, DE
08/2004-05/2007 |
Peter, a native of Berlin, Germany, is a CERTIFIED FINANCIAL PLANNER® practitioner and Certified Divorce Financial Analyst®. He has been an adjunct professor for Financial Planning at the Delaware State University where he taught Retirement Planning and Estate Planning. He has also instructed retirement readiness courses at the University of Delaware Lifelong Learning Center, across the Delaware Public Library system, along with multiple other community based financial literacy events that he led. He is an active member and board member of the Financial Planning Association (Philadelphia Chapter) where also also participates in the Retirement Income Planning Advisory Council and board member/ past-president for the Society for Financial Service Professionals in Delaware. He earned an MBA and a Bachelor of Science in Finance and Banking from the Delaware State University, where he also served as the Football team's place kicker during his studies. He currently resides in North Wilmington with his wife, Erin, and their three children Ben, Cole and Sarah. During his free time, he enjoys golf, tennis, Bundesliga soccer, skiing and of course watching or attending football games.
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Mon. | 8:30 AM - 5:00 PM |
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Tue. | 8:30 AM - 5:00 PM |
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Wed. | 8:30 AM - 5:00 PM |
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Thu. | 8:30 AM - 5:00 PM |
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Fri. | 8:30 AM - 4:00 PM |
Any |
2016-2020 winner of the Five Star Wealth Manager Award in Delaware and Philadelphia
Under 40 Five Star Wealth Managers
(09/01/2020)
Recognized and featured in Fortune Magazine as one of the winners of the Under 40 Five Star Wealth Manager awards