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- Custodian
- Altruist · Capital Group · Nationwide · SEI
- Clients
- Retail and Institutional
- Platforms
- Harbor capitalRadial +more
- Established Date
- 10-25-2016
- Office Locations
- 1
Office Locations
About Affinity Wealth LLC
Affinity Wealth LLC (TAG Planning) is an independent fiduciary wealth management firm based in the Canton/Akron, Ohio area, serving clients nationwide. The team provides comprehensive “total wealth management” for retirees and pre-retirees, business owners, and high earners—combining financial planning with portfolio management, tax and estate planning, and insurance/risk management. Investment implementation emphasizes asset allocation using diversified public-fund portfolios.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SCOTT A LOWE
Owner, Wealth Advisor
- CRD
- #4791932
- Ownership
- 75% or more
AUTOMN BEVERLYSUE LOWE
Chief Compliance Officer, Chief Operations Officer, Wealth Advisor
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Brandon Michael Clemens
--
- CRD
- #7002991
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $203,342,709 | $181,718 |
| Non-Discretionary | $14,200,341 | $1,420,034 |
| Total | $217,543,050 | $192,686 |
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Separately Managed Accounts
Total SMA Asset: $217,543,050
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $6,032,540,998 | 100.0% |
| Total | $6,032,540,998 | 100.0% |