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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

To Catch a Thief

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."