# Affinity Investment Group

Affinity Investment Group is a RIA based in Exeter, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Exeter, United States
- **Region:** North America
- **Address:** Exeter, NH, United States
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** www.affinityinvestmentgroup.com
- **LinkedIn:** https://www.linkedin.com/company/affinity-investment-group

## Regulatory record

- **CRD number:** 117191
- **SEC file number:** 801-61181
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117191

## About

Affinity Investment Group, LLC is an SEC-registered investment advisory firm offering wealth management and distribution-planning services for retirees or those planning to retire. The firm is based in Exeter, New Hampshire. Its founder, Gregory B. Gagne, is a Chartered Financial Consultant and past president of New Hampshire's chapter of the National Association of Insurance and Financial Advisors.

## Sectors

- Financial Services
- Wealth Management

## People

- Gregory B Gagne — Founder and Investment Advisor

## 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).

### 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).

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Last updated: 2026-07-10T01:29:37.000Z

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