Affinity Wealth Management LLC

Affinity Wealth Management LLC

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Affinity Wealth Management LLC is a privately held Financial Planning firm that has been helping successful individuals, their families and businesses achieve their financial goals for over 40 years. Founded by Dr. James Kalil, Ph.D., in 1974, as a value-style money manager, the company has evolved into a significant regional Wealth Management firm. The firm has been listed among the top 500 Wealt

Insights and Tips for Financial Success | Affinity Wealth Blog — Affinity Wealth Management 01/13/2026

I wonder if anyone is actually writing their own stuff anymore. My content might be unrefined crap but it’s mine. Want to read timely refined articles. Check out my colleagues at https://www.affinitywealth.com/blogs, where you can see really smart people like Abby McCloskey Cheryl Starr and Martina Pfeuffer discuss real topics in their OWN words.

Insights and Tips for Financial Success | Affinity Wealth Blog — Affinity Wealth Management Stay informed and empowered with our blog on investment management, retirement planning, and financial strategies. Your path to financial freedom starts here.

11/30/2025

Your business is making more money than ever. So why doesn't it feel that way?

We see this all the time with business owners earning $400K+. The structure that made sense at startup is now quietly costing them in taxes, retirement savings, and future Social Security benefits.

Michael Sicuranza and Cheryl Starr tackle this equation in our new guide to business tax strategy.

What's inside:
→ Entity structure decisions (LLC vs. S-corp timing)
→ Compensation strategy that balances taxes and retirement
→ Pre-retirement considerations every business owner needs

Read the full guide here:https://www.affinitywealth.com/blogs/business-tax-strategy

Smart Tax Strategies for Growing Businesses | Affinity — Affinity Wealth Management 11/20/2025

What happens when you don’t pay yourself enough?
When you keep your salary artificially low to "save on taxes," you're also potentially:

→ Shrinking your Social Security benefits (and your spouse's)
→ Limiting how much you can contribute to retirement accounts
→ Making your business harder to sell when it's time to exit
That's exactly the sort of thing we talk through in a Connect Meeting—no pressure, no paperwork. Just an honest look at whether your business structure is actually building wealth (or quietly working against you).

If you're a business owner with questions about your business’s taxes and structure, let's talk.

Schedule your Connect Meeting:https://www.affinitywealth.com/contact-us

And if you want to learn more about how we help business owners optimize their business and personal finances, check out our latest guide from Michael Sicuranza and Cheryl Starr here: https://www.affinitywealth.com/blogs/business-tax-strategy

Smart Tax Strategies for Growing Businesses | Affinity — Affinity Wealth Management Learn how Affinity Wealth helps successful business owners structure compensation, retirement, and distributions to minimize taxes while building wealth.

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2751 Centerville Road Suite 110
Wilmington, DE
19808

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm