Dynamic Wealth Advisors
In order to deliver on a premium client experience, Affinity Financial has entered into a Strategic Partnership with Dynamic Wealth Advisors, a SEC registered investment advisor.
Dynamic provides operational and technological support so that Affinity Financial can focus on overseeing client investments and financial planning. Dynamic also oversees Affinity Financial from a compliance perspective and provides assurance that we are doing the utmost to serve clients and meet regulatory guidelines. This relationship will help us deliver the highest level of value, service, transparency, convenience, and efficiency.
Technology and technological advancements are closely connected to investments—both to the capital markets where innovation is driving growth, as well as to the actual craft of investing and financial planning. The last several years have seen significant market changes as well as unprecedented technological advancements. As such, we strive to provide our clients and advisors with the best tools, most of those now being technology-based, to deliver a high level of value and service. As the winds of change continue to blow through global economies, markets, and the world of financial technology, the principals of Affinity Financial and Dynamic remain committed to leverage the resources, scale, and expertise of both teams in order to meet the challenges of this rapidly evolving financial landscape.
Below are several benefits to you from this new alignment: