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Wealth Management in Houston, Built for Generational Growth

Affinity Capital is a fiduciary, fee-only wealth management firm serving individuals and families throughout Houston — from the Galleria and Tanglewood to West University, Memorial, and beyond. We provide personalized, multi-generational financial guidance you won’t find at larger institutions. If you’re looking for a Houston financial advisor who offers clarity, continuity, and real relationship, you’re in the right place.

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Real relationships, real strategy — right here in Houston.

Whether you’re preparing for retirement in River Oaks, managing concentrated stock from an energy company in the Energy Corridor, or helping your aging parents navigate care decisions in Bellaire, we take the time to understand your full financial picture. As a Houston-based investment advisory firm, we work closely with high-net-worth individuals and families across the metro area — offering planning, insight, and calm when things get complicated.

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Wealth Management

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Our Houston wealth management services go beyond investment strategy. We coordinate with your CPA and attorney, address charitable giving goals, and help structure your estate and family finances with care. From legacy planning to liquidity needs, we tailor every conversation to the unique complexity of your life.

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Portfolio Management

Our portfolio management services in Houston are designed to fit your risk comfort, timeline, and long-term vision. Whether you're investing for retirement in the suburbs or balancing generational assets in River Oaks or The Heights, we bring a thoughtful, disciplined approach to managing your investments — with transparency and care.

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Retirement Planning

Planning for retirement in Houston comes with questions — and we’re here to help answer them. We’ll work with you on Social Security timing, Medicare considerations, drawdown strategies, and income planning to help you retire with flexibility and confidence.

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We work with Houston families at every stage.

From early-career professionals in Midtown to business owners in West U and multigenerational households in Memorial, we help clients bring structure to their financial lives. Whether you’re growing wealth, managing complexity, or supporting aging loved ones, our team offers clear, steady guidance — right here in Houston.

Start early, think long term, and build a plan that grows with you.

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Just beginning — but thinking ahead?

Juggling family, business, and legacy?

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We bring clarity to estate planning, legacy conversations, and family wealth.

Making financial decisions on behalf of family?

From long-term care planning to managing their finances, we’re here to support you.

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Looking for a Houston financial advisor who sees the full picture?

Whether you’re searching for a fiduciary advisor in the Tanglewood, a family financial planner in West U, or one of the best wealth managers in Houston — we’re here when you’re ready.

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