Affinity Investment Group

Affinity Investment Group, LLC provides comprehensive financial and estate planning services, offering a holistic approach to wealth management for individuals and families. The firm specializes in developing tailored investment strategies, robust portfolio designs, and effective asset protection plans. It further assists clients with strategic tax planning and intricate retirement and distribution planning, all designed to navigate and optimize complex financial scenarios.

Gregory B. Gagne, ChFC, is the founding member of Affinity Investment Group, LLC. He established the firm based on the insight that families require a unified and proactive strategy to effectively create, preserve, and manage their finances across generations. His expertise as a Chartered Financial Consultant underpins the firm’s commitment to delivering strategic and personalized financial guidance.

The firm primarily serves families and individuals aiming to establish and maintain resilient financial structures. Affinity Investment Group, LLC's long-term vision centers on being its clients' trusted advisor, deeply understanding their unique financial goals, and developing secure, adaptable plans to achieve them. It strives to empower clients in building lasting financial security and generational wealth.