# Affinity Wealth Management

Affinity Wealth Management is a Bank / Wealth / Trust based in Wilmington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Wilmington, United States
- **Region:** North America
- **Address:** 2751 Centerville Road, Suite 110, Wilmington, DE 19808, United States
- **Founded:** 1974
- **Assets under management:** Undisclosed
- **Website:** affinitywealth.com
- **LinkedIn:** https://www.linkedin.com/company/affinitywealthmanagement1

## Regulatory record

- **CRD number:** 290735
- **SEC file number:** 801-112231
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-10T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290735

## About

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.

## People

- Michael Sicuranza — CEO and Sr. Financial Advisor

## 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.

### 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.

### 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.

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- [Affiance Financial](https://altss.com/profile/affiance-financial)
- [Affluence Capital Investment Management](https://altss.com/profile/affluence-capital-investment-management)

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Last updated: 2026-06-03T20:00:00.000Z

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