Broker Check

 

Infinity Wealth Management, LLC

Thank you for taking the time to visit our website. We are honored to have this opportunity to introduce ourselves!

Here at Infinity Wealth Management, we focus on one thing- the needs of our clients. We center our efforts into developing, implementing and monitoring investment strategies that will help our clients meet their financial and lifestyle goals.

We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.

Our mission is to get to know and understand your needs, desires, and long-term objectives. We add clarity and predictability to your financial blueprint by bridging the gap between present day realities and your future goals.


Helpful Content

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.