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Affinity Wealth Management
Sicuranza founded what became Affinity Wealth Management after starting his career as a financial advisor with American Express. The firm, established in 1974...
Affinity Wealth Management
Sicuranza founded what became Affinity Wealth Management after starting his career as a financial advisor with American Express. The firm, established in 1974 and headquartered in Wilmington, serves individuals, high-net-worth families, trusts, and corporations. The practice formed through the merger of his solo financial planning firm with another advisory group, eventually creating Investment Management and Planning, LLC. The firm provides wealth management, investment management, retirement planning, and business financial management. Service lines include estate planning, tax strategies, succession planning, and custom-built investment portfolios designed to preserve capital and minimize tax exposure. Affinity operates across Delaware and Pennsylvania, with a client base spanning business owners, professionals, and trusts. Michael Sicuranza serves as CEO and Senior Financial Advisor, holding the CFP, CPA, and AEP designations. The firm operates from a single office on Centerville Road in Wilmington. There is no record of additional offices, adjacent investment vehicles, philanthropic arms, or external club memberships in public sources. Affinity functions as a boutique wealth advisory practice anchored by a single named principal — a structure that concentrates decision-making within one professional. This architecture places the firm in the category of closely held advisory shops where client relationships are intrinsically tied to the founder's personal tenure and professional designations.
General information
Firm type
Bank / Wealth / Trust
Year founded
1974
Location
Region
North America
Country
United States
City
Wilmington
Corporate office
2751 Centerville Road, Suite 110, Wilmington, DE 19808, United States
Principals
Michael Sicuranza
CEO and Sr. Financial Advisor
Frequently asked questions
Who runs investment decisions at Affinity Wealth Management?
Michael Sicuranza, as CEO and Senior Financial Advisor, leads the firm's investment process. He holds CFP, CPA, and AEP designations, signaling expertise across financial planning, tax, and estate strategy. The firm's structure places all advisory leadership under a single named principal, with no additional senior investment professionals listed publicly.
How does Affinity construct investment portfolios for clients?
Affinity describes its investment management as 'custom-built with you in mind' — indicating a bespoke approach rather than model portfolios. The firm emphasizes tax-minimization and alignment with personal goals as core portfolio design principles. Public materials do not disclose specific asset-allocation models or custody arrangements.
Does Affinity manage separate accounts or operate pooled vehicles?
Public sources indicate Affinity provides direct advisory services, consistent with a Registered Investment Advisor model, rather than operating pooled funds or commingled vehicles. The firm's website focuses on individualized financial planning and investment management for private clients and trusts.
What professional credentials does the firm's leadership hold?
Michael Sicuranza holds three professional designations: Certified Financial Planner (CFP), Certified Public Accountant (CPA), and Accredited Estate Planner (AEP). This combination is relatively uncommon and positions the firm to address tax, estate, and investment considerations in an integrated manner.
Where does the underlying wealth of Affinity's clients originate?
The firm's client origins are not publicly detailed beyond the website's description of serving individuals, high-net-worth individuals, trusts, and corporations. No specific wealth-generating events, industries, or family enterprises are disclosed in available public sources.
Does Affinity participate in direct deals, co-investments, or fund commitments?
There is no public record of Affinity engaging in direct private investments, co-investments, or closed-end fund commitments. Its service descriptions — centered on retirement planning, tax minimization, and investment management — suggest a focus on traditional advisory services.
How is the firm's succession structured beyond Michael Sicuranza?
Public sources do not disclose a succession plan or additional named managing principals. The firm's continuity appears tied to Sicuranza's ongoing leadership, which is a notable consideration for multi-generational client relationships typical of a 50-year-old practice.
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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