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Small Businesses

Small Businesses & Business Owners

“Your Greatest Resource is Your Time”

Many Business Owners largest investment is their personal business.  They have countless hours of time and energy into growing and maintaining a successful business.  Cullen Cioffi Capital Management understands that commitment and strives to work hand in hand with you to meet your current goals as well as your long-range goals. 

Business Owners needs can be complex and depending on where you are in the evolution of your business – from startup to growth, to maturity, to exit through sale or succession, Cullen Cioffi Capital Management can assist you with a broad suite of services. 

For individual business owners, we offer:

  • Comprehensive financial planning

  • Retirement planning

  • Wealth Management Solutions

  • Estate planning strategies

  • Risk management

  • Tax-efficient strategies

  • Charitable giving strategies


There is a great amount of responsibility facing many business owners, and we understand that. You may be so focused on your business sometimes that your personal finances don’t receive the attention they deserve. For business owners, the Affinity Wealth Management Team can think through all your choices with you—pass the business on? Recapitalize? Sell? And then we can help you make the most of your choices.

At the heart of the way we work with you is our understanding of your unique situation and needs. For business owners, we strive to tailor an approach that goes as deep as necessary for your goals. If you need help thinking about a succession plan for your business, or how to strategically move away from your company, we are ready to help you with those decisions.

Looking to Start a Company Retirement Plan for Your Employees or Already Have an Existing Plan?

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