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Guiding Generational Wealth With Clarity and Care

Affinity Capital is a fiduciary, fee-only wealth management firm based in Houston and San Antonio. We serve individuals and families across Texas and throughout the U.S., offering the kind of personalized, multi-generational guidance you won’t find at larger institutions.

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Wealth is personal — so is our approach.

At Affinity Capital, we don’t just manage portfolios — we build relationships that span decades and generations. Whether you're preparing for retirement, making investment decisions, or caring for aging parents, we offer calm, considered guidance rooted in your full financial picture. As a boutique investment advisory firm, we take the time to truly understand what matters to you, then help you navigate the path forward — thoughtfully, and without pressure.

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Wealth Management

Wealth management at Affinity Capital means building a relationship that helps you navigate complexity with clarity. From coordinating with CPAs and attorneys to addressing generational goals, charitable giving, or concentrated holdings, we tailor our guidance to the unique circumstances of your life — and the lives connected to it.

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Portfolio Management

Managing your investments starts with understanding what matters most to you. At Affinity Capital, we take time to get to know your goals, your comfort with risk, and how your portfolio fits into the bigger picture of your life. Whether you're investing for retirement, a future milestone, or the next generation, we build and manage your portfolio with care, clarity, and attention to what’s uniquely yours.

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Retirement Planning

Retirement is a major life shift — and it’s about more than just numbers. We help you understand what’s possible, develop a sustainable retirement income plan, and make key timing decisions around Social Security, Medicare, and portfolio withdrawals. Whether you're five years out or already retired, we’ll help you plan with confidence and flexibility.

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We work with families across generations and transitions.

Every family we work with is different — but they all want to make good decisions for themselves and the people they love. Whether you’re just starting out, managing significant assets, or supporting aging parents, we’re here to guide you with clarity, calm, and care.

If you’re earning, saving, and thinking long term, we’ll help build a strategy that grows with you.

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Building wealth with purpose?

Managing financial complexity?

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Bring structure to multi-generational wealth, legacy planning, and investment strategy.

Helping your parents plan ahead?

Get trusted, steady guidance when you're handling financial decisions on behalf of family.

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Not sure where to start? That’s what we’re here for.

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