Designed for a family that has enough wealth and complexity to need a high level of financial management planning.
Designed for high-income executives and high-net-worth business owners.
Designed for professionals and families that have started to hit their stride income-wise.
Affinity BST Advisors always has our clients’ best interests in mind. We provide comprehensive wealth and life planning for business owners, executives, and successful families. Our first focus is creating strong relationships with the client. From there, we can present plans and options that progress towards securing family legacies.
Working with Affinity BST Advisors is like having a quarterback leading your team, looking out for the big picture and maneuvering you through the little details of getting you where you want to go.
We empower our clients with knowledge so that they know they are making the best decisions for themselves and their families.
Affinity BST Advisors’ philosophy is that purposeful financial management can create fulfilling lives. Since our inception, the Firm has provided business owners, executives, and successful families with comprehensive wealth and life planning that does exactly that. By building strong relationships and informing clients about their options, advisors lead clients to realize and fulfill ambitions and secure family legacies.