Michael Sicuranza

CFP®, AEP
Retirement, Investing, Small Business
95%
Helpful
11
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14
Articles
74
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“Michael Sicuranza, President of Affinity Wealth Management LLC., employs customized recommendations to address each client’s unique needs and goals, moving beyond simple investments.”
Firm:

Affinity Wealth Managment, LLC.

Job Title:

President

Biography:

Michael Sicuranza, CFP®, AEP® is an award-winning wealth advisor who is currently President and Sr. Financial Advisor with Affinity Wealth Management, LLC.. He focuses on providing comprehensive wealth management solutions to medical professionals, small business owners, and affluent families in the Delaware Valley. Together with his partners, he helps clients address their five biggest concerns: preserving wealth, mitigating taxes, providing for heirs, protecting assets, and giving to charitable organizations.

Michael has dedicated his entire career to the financial planning profession. Starting fresh from college in 1995, he joined American Express Financial Advisors (now Ameriprise), then spent five years as a sole practitioner. Building on his success, he went onto co-found IM&P in 2002, where he worked for seven years. In 2009, he honed his practice philosophy and co-created a new business model: Milestone Wealth Advisors, Inc. from 2009 until 2017.

For the last decade, Medical Economics Magazine has recognized Michael as one of the top financial advisors for doctors in the country. He has won other awards (please see the awards section below).

Michael is an active member of the community. He has been published in national and regional business publications, and was selected as a 2011 fellow for Leadership Delaware; a competitive, prestigious leadership development program.

Education:

BS, Economics, University of Delaware

Assets Under Management:

$90 million

CRD Number:

2633435

Disclaimer:

©2017 Affinity Wealth Management, LLC. - All Rights Reserved Affinity Wealth Management, LLC. is a Registered Investment Advisor.

All Articles
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November 2016
    Investing
June 2017
    Debt, Personal Finance, Retirement Savings
November 2016
    Lifestage Based Planning, Personal Finance
March 2017
    Career / Compensation, Mid Career, Retirement Living
August 2017
    Small Business, Retirement Plans, Small Business Financing

All Answers
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Most Helpful
    Bonds / Fixed Income
What is the current state of the Bond Market?
46% of people found this answer helpful

My first suggestion would be to turn off the television when it comes to investing. No one on TV knows where the bond, stock, or any other market is going.  Talking heads tend to be talking "their book" meaning how they are positioned. Networks are in the business to increase advertising dollars and not give sound financial advice. My second suggestion is stick to whatever investment process your believe in no matter what the market cycle is.  Most investors tend to make their biggest mistakes by being fearful when they should be greedy and greedy when they should be fearful.  So if you are a buy and holder, buy and hold. If you are trend follower, follow the trends. If you don't have an investment process, my third suggestion is to hire a financial advisor that has an investment process that matches your goals and personal thoughts on investing.

January 2017
    401(k), Annuities, Peri-Retirement
Should I transfer 401(k) funds into an annuity?
13% of people found this answer helpful
April 2017
    Personal Finance, Asset Allocation
Should I diversify between different financial institutions?
0% of people found this answer helpful
January 2017
    Annuities
What are the biggest disadvantages of annuities?
0% of people found this answer helpful
January 2017
    Career / Compensation, Investing
Could I ever lose more than I put in when trading options?
0% of people found this answer helpful
January 2017