Affinity Wealth Services is now known as Alteris Financial Group.

We have helped hundreds of senior professionals to achieve the freedom of financial security.


 

While earning a good income is a start, it isn’t enough to guarantee financial independence.

We are the experts at managing the specific circumstances of senior executives and professionals.

Senior Professionals

Our clients are diverse but they all have one thing in common – they work hard to build a solid future for themselves and their families.  We have helped hundreds of senior professionals to achieve the freedom of financial security.

We understand that as a successful senior executive you work long hours and you are probably well remunerated for it. While earning a good income is a start, it isn’t enough to guarantee financial independence. You can secure your future by working with us to develop a tailored and comprehensive financial plan to ensure you build wealth and secure yourself a comfortable retirement.

We are the experts at managing the specific circumstances of senior executives and professionals. We consider your full financial picture to ensure your hard earned dollars are working equally hard for you and are not being swallowed by taxes. This can sound complicated but we are here to make it easy for you. In fact, you may be surprised how a small amount of quality time will allow us to work together with you to define your life and financial goals, clarify your needs and develop a plan that ensures your future is exactly as you imagine it to be.

 

 

Ready to meet with Affinity Wealth Services?

Contact Us Today