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Affinity Investment Group
Affinity Investment Group is a New Hampshire-based RIA founded by Gregory B Gagne, offering financial planning and portfolio management for families.
Affinity Investment Group
Innovative Healthcare Investments | Incubator for innovative healthcare ventures.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Exeter
Corporate office
Exeter, NH, United States
Principals
Gregory B Gagne
Founder and Investment Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at Affinity Investment Group?
Gregory B Gagne, founder and investment advisor, leads the firm. Other advisors include Forrest Chicoine (CFP), Peter Willcox, Jr. (CFP), and Lucas Gagne (AIF). The team collaborates on client portfolio design and financial planning (per firm website).
Is Affinity Investment Group a single-family office or multi-family office?
Affinity Investment Group is structured as a registered investment advisor (RIA), not a family office. It does not publicly identify as single-family or multi-family and appears to serve multiple unrelated families (per firm website).
Does Affinity Investment Group participate in direct investments or fund commitments?
Public materials do not mention direct investments, private funds, or co-investments. The firm focuses on traditional portfolio design, estate planning, and tax strategy for individual clients (per firm website).
What investment stages or asset classes does Affinity Investment Group target?
The firm does not disclose a specific asset-class mix or stage focus. Its stated approach is holistic and client-specific, covering portfolio design and tax-efficient distribution planning (per firm website).
Where does the underlying wealth come from?
The source of client wealth is not disclosed. The firm serves New England families but provides no information on wealth origin (per firm website).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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