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.
Meet Our Team
Learn more about our team of professionals and see what we think makes us different. We're here to help guide you in the right direction.
