President & CEO
Wealth Management
We work closely and carefully with each client to create a strategic long term plan based on the real details and philosophy of the lives of clients.
About Us
Affinity Capital was formed in Houston, Texas in 1995 as a Registered Investment Advisor dedicated to providing portfolio management and financial services. We believe in being involved in all aspects of our client’s lives, using a detailed approach to life planning, from retirement planning to estate and tax issues. We sit at the table with legal, banking and accounting experts to foster a hands on, team approach for personal strategies - for life.
What We Do
Affinity Capital is a fee-only wealth management firm committed to helping you achieve your wealth management goals utilizing a hands-on working relationship with unbiased advice. Our services address the many issues that integrate lifestyle and investment management in order to achieve long term goals. We are proud of our level of personal service and are dedicated to professionally supporting, educating, and providing direction to every client. We will be there for you.
Our clients represent high net worth individuals, select families, professionals, retirees, and business owners and non-profit organizations.
Our Services
Portfolio Management
We understand risk associated with the investment management of portfolios and want clients to understand as well.
Elder Care
A special part of our process includes assisting with the growing responsibilities associated with caring for elderly family members.
Young Investors
We get great satisfaction assisting younger generations with financial planning and providing them the knowledge and discipline to reach goals.
Client Portal
We provide each client an online interfacing portal with portfolio reporting and timely information concerning investments and portfolios.
