At the forefront of this support is Affinity Wealth Management, a Delaware-based firm where a Personal Financial Advisor is more than just a money manager—they’re a long-term partner in helping clients build, protect, and enjoy their wealth.

For over 50 years, Affinity Wealth Management has been helping people prepare for the unexpected while planning for what matters most. With a deep commitment to transparency, education, and personalized service, the firm has become a leading resource for financial planning for retirement and beyond.

“Uncertainty can be paralyzing, but it doesn’t have to be,” says Michael Sicuranza, CFP®, AEP®, President and CEO of Affinity Wealth Management. “Our job is to give clients clarity. Through personalized strategies and consistent guidance, we help them feel confident in their long-term financial plan—even when the world around them is unpredictable.”

Strategic Financial Planning for Retirement

Retirement is one of the most important financial milestones in a person’s life—and one of the most vulnerable to economic shifts. At Affinity, clients receive tailored retirement strategies that evolve with their life circumstances and the economy. Services include everything from investment portfolio design and income planning to Social Security optimization, tax-efficient withdrawal strategies, and long-term care preparation.

“Our approach to financial planning for retirement is holistic,” says Sicuranza. “We don’t just focus on saving. We help clients prepare for how they’ll spend, protect, and preserve their money throughout retirement. That includes planning for healthcare costs, inflation, and even legacy planning for future generations.”

Affinity's personal financial advisors take time to understand each client’s lifestyle, priorities, and risk tolerance. This customized approach ensures that every plan is actionable, flexible, and built to weather economic changes.

Unbiased, Fiduciary Advice

As an independent Registered Investment Advisor (RIA), Affinity Wealth Management operates under a fiduciary standard—legally and ethically bound to act in the client’s best interest. The firm does not sell proprietary products, ensuring that recommendations are based solely on what is best for the client.

Each Personal Financial Advisor on the team is highly credentialed, with certifications including CFP® (Certified Financial Planner), AEP® (Accredited Estate Planner), and CDFA® (Certified Divorce Financial Analyst). This deep expertise allows them to handle complex financial challenges across all stages of life.

Client-Centered Communication & Education

Affinity believes that financial success is built not just through smart strategy, but also through knowledge and confidence. The firm regularly offers educational webinars, publishes expert financial insights on its blog, and hosts personalized strategy sessions for both prospective and current clients.

“Financial anxiety often stems from not knowing what to do next,” notes Sicuranza. “We equip clients with the tools and information they need to make confident decisions—so they’re not just reacting to the news cycle, but making progress toward their goals.”

Whether clients are navigating a job change, selling a business, planning for retirement, or going through a life transition, Affinity’s advisors are there every step of the way.

About Affinity Wealth Management

Founded in 1974, Affinity Wealth Management is an independent wealth advisory firm based in Wilmington, Delaware. The firm provides comprehensive financial services including investment management, retirement planning, tax planning, estate strategy, and risk management. Affinity’s mission is to help clients live a life of fulfillment, guided by a strong financial foundation and a team they trust.

Media Contact:
Affinity Wealth Management
2751 Centerville Road, Suite 110 Wilmington, DE 19808 United States
Email: [email protected]
Phone: (302) 652-6767
Website: https://www.affinitywealth.com/