- Investment ManagementAffinity 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.
- Wealth ManagementAffinity 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.
- Accounting Services
- Payroll Services
- Financial PlanningWe get great satisfaction assisting younger generations with financial planning and providing them the knowledge and discipline to reach goals.
- Retirement Planning