Team profile

Helping clients through all of life’s transitions

At Affinity Wealth Advisory Group, our mission is to leverage our experience, knowledge, and passion in helping clients define and pursue what is most important in their financial lives. We help people navigate life quakes - such as widowhood, divorce, retirement and career transition - focusing on guiding clients from their current state to their new normal.

We work diligently to understand what is truly important. We believe this enables us to provide the tailored guidance that helps clients transition in a way that can be both comfortable and effective. Working together we can help you feel more confident, comfortable, and in control of your financial life.

We take a comprehensive approach to financial planning and some of the services we provide include:

· Portfolio construction

· Retirement Income Planning Strategies

· Estate Planning Strategies

· Divorce Financial Planning Strategies

· Intergenerational Wealth Transfer Strategies

Areas of focus

  • Divorce Financial Planning
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Women's Financial Strategies
  • Investment Management

Awards & recognition

  • Renee Hanson, Forbes Best-in-State Wealth Advisors, 2019-2023
  • Renee Hanson, Forbes Best-in-State Women Wealth Advisors, 2022-2023
  • Renee Hanson, Forbes Top Women Wealth Advisors, 2020-2021
  • Renee Hanson, Five Star Wealth Manager, 2013-2022
  • Renee Hanson, Barron’s Top 1,200 Financial Advisors, 2014-2018, 2020-2023
  • Renee Hanson, Ameriprise Circle of Success, 2003-2022
  • Renee Hanson, The Ultimate Digital Experience Award, 2021-2022

Community participation

St. Vincent de Paul, Phoenix, AZ, WISH Founding Member -

Fresh Start Women's Foundation, Phoenix, AZ -

Toys for Tots Drop Off Location

Sojourner Center, Phoenix, AZ -