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Wealth Management in San Antonio, Built On Trust And Experience

Affinity Capital is a fiduciary, fee-only wealth management firm serving individuals and families throughout San Antonio. From Alamo Heights and Stone Oak to The Dominion and beyond, we offer personal, multi-generational financial guidance rooted in long-term relationships — not product sales. If you’re searching for a San Antonio financial advisor who leads with clarity and care, we’re right here in your community, with an office in The Petroleum Club Building downtown.

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Financial guidance that fits your life — and your city.

Whether you're navigating retirement after a military career, managing generational family wealth, or preparing for the next chapter, we bring clarity to complex decisions. As a San Antonio-based investment advisor, we help clients organize their financial lives across generations — from long-term care planning to estate strategy and thoughtful investing.

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Wealth Management

Our San Antonio wealth management services are designed for families with growing needs. We coordinate with CPAs and estate attorneys, build long-term giving strategies, and help clients manage concentrated assets or complex portfolios. Whether you're planning for yourself or supporting multiple generations, we help you move forward with structure and purpose.

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Portfolio Management

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Your investment strategy should evolve with your life. Whether you're managing equity from a corporate career, preparing to pass assets to your children, or fine-tuning risk in retirement, we’ll help you build and manage a portfolio that reflects your goals and values. Our San Antonio portfolio management services are grounded in thoughtful, risk-aware planning.

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Retirement Planning

From traditional retirement planning to more specialized transitions — like leaving federal or military service — we help San Antonio retirees design sustainable income strategies. We’ll guide you through Social Security timing, Medicare enrollment, RMDs, and tax-efficient withdrawals with the goal of helping you retire with confidence and flexibility.

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Helping San Antonio households plan, invest, and move forward.

From multigenerational families in Terrell Hills to transitioning service members in Northeast San Antonio, we help clients align their financial decisions with what matters most. We’re here to bring structure to complexity — with steady guidance at every step.

We help early-career professionals set strong foundations and grow with intention.

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Just starting to build wealth?

Managing assets across generations?

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We help coordinate investment strategy, estate planning, and family wealth conversations.

Caring for aging parents while managing your own plan?

We support family caregivers with elder care financial planning and guidance.

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Looking for a San Antonio financial advisor who sees the full picture?

Whether you're searching for the best financial planners in San Antonio or simply want to talk through your next step, we’re here — with perspective, not pressure.

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