Our goals are the same as yours - the growth and preservation of your wealth. We help with investment management and retirement planning as well as with special circumstances, such as dealing with the aftermath of a divorce or the loss of a spouse.
Unlike financial advisors who are affiliated with specific investment firms, we are an independent, fee-only financial advisory firm. We do not sell specific financial products, or receive commissions, bonuses or incentives. Our independence ensures that our clients receive objective advice without any conflicts of interest.
We are beholden only to our clients, and only succeed if you succeed.
Choosing Infiniti Wealth Management to be your financial advisor gives you several distinct advantages.
You call. We respond. As often as you need us. And even when you don't call, we'll be in touch regularly, to make sure your investments continue to remain aligned with your goals.
We have more than 60 years combined of experience helping private clients grow and preserve wealth.
Every one of our clients is unique. So for each client we create a financial plan tailored to your needs, time frame, and risk comfort. Whether you're thinking of your retirement, maintaining your lifestyle, charitable gifting or a legacy, we will work closely and regularly with you to ensure that your needs are met.
As an investment adviser, we have a fundamental obligation to act in the best interests of our clients and to provide investment advice that is in their best interests. It is our duty to have undivided loyalty and utmost good faith to all of our clients.