Wealth Development Strategies

Affinity Capital is a registered investment advisor based in Houston, Texas, founded in 1995, specializing in comprehensive wealth management and financial services. The firm takes a hands-on approach to life planning, addressing various financial aspects, including retirement, estate, and tax issues, while collaborating closely with legal, banking, and accounting professionals. As a fee-only wealth management firm, Affinity Capital is dedicated to providing unbiased advice and personalized service to high net worth individuals, families, professionals, retirees, business owners, and non-profit organizations. Their services encompass portfolio management, retirement planning, elder care support, and guidance for young investors, ensuring a strategic alignment between clients' lifestyles and financial goals. Generated from the website

Money & Investment Concepts, located in Houston, TX, offers tailored financial advice and planning services designed to meet the unique goals and needs of their clients. They serve individuals and families in the Metro Houston area and beyond, providing guidance for various life stages, including retirement planning, college savings, and navigating financial changes after significant life events. The firm emphasizes a personalized approach, adapting strategies as clients' circumstances and objectives evolve over time. With a commitment to clear communication and comprehensive planning, Money & Investment Concepts aims to help clients achieve financial clarity and confidence for their future. Generated from the website