Affinity Asset Management

Were a product agnostic, fee-based advisory firm, and as fiduciaries were obligated to act in your best interests. And because were independent advisors, we can help you build a financial portfolio that reflects whatever level of risk youre comfortable with when youre investing. Were here for you.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Waterfront Advisors, a registered investment adviser based in Leawood, KS, has been dedicated to serving families and foundations since 1988 by offering fiduciary fee-only advisory services. With decades of experience, their team prioritizes enhancing clients' quality of life through tailored financial guidance aligned with individual needs and goals. Specializing in asset management, Waterfront Advisors emphasizes a commitment to reliable and sound financial planning, ensuring compliance with state securities regulations. The firm also highlights the importance of consulting with tax advisors or attorneys for legal and tax-related matters, underscoring their holistic approach to financial well-being. Generated from the website