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Privacy Policy

Infinity Wealth Management, Inc. D/B/A Infinity Tax Advisors, like all providers of financial insurance and personal income tax preparation services, is required by law to inform our clients of our policies regarding privacy and client information.  We are always committed to protecting your personal information and right to privacy.

Types of Nonpublic Personal Information We Collect

We collect nonpublic personal information about you that is provided to us by you, or obtained with your authorization.  We collect and use this information to service your accounts and respond to your requests.

Parties to Whom We Disclose Information

For current and former clients, we do not disclose any non-public personal information obtained in the course of our practice, except as required or permitted by law.  Permitted disclosures include, for instance, providing information to our employees and, in limited situations, to unrelated third parties who need that information to assist us in providing services to you. We may refer this information to an affiliated financial or tax professional where such referral is thought to be in your interest.  Please advise us if instead you would require us to hold all information, including basic directory information, confidential under any circumstance. We restrict access to non-public personal information to those professionals necessary to helping you achieve your goals and we maintain physical, electronic and procedural safeguards.

How Do We Collect Data and How Long Will It Be Stored?

Whenever we collect personal data in our office via paperwork, during a personal interview or via our website systems, this policy informs you about the extent to which we collect. All personal data will normally be stored until it has fulfilled the purpose for which it was collected.  However, if a prospective client wants his/her personal data removed from our databases, we will delete that data upon written request in accordance with applicable laws.

Policies Regarding Our Website Systems

Infinity Wealth Management, Inc. D/B/A Infinity Tax Advisors, is committed to continuous improvement.  We may gather and analyze non-personal data regarding the use of our websites including domain names, number of hits, pages visited, length of user sessions etc., to evaluate the usefulness of our sites.  These numbers are used for statistical purposes only. The personal information gathered may be transferred to areas within Infinity Wealth Management, Inc. and organizations outside of Infinity Wealth Management, Inc.  for marketing analysis.  It will only be used according to the purpose described on the respective page where the data is collected.  We will not share the personal information.

Keeping up to date with our Privacy Policy

As required by law, Infinity Wealth Management, Inc. D/B/A Infinity Tax Advisors will provide notice of our policy annually as long as you maintain an ongoing relationship with us.  To receive a copy of the most up to date Privacy Policy, call us at (828)681-8574.  We may make changes to this policy at any time.

Confidentiality and Security

Our employees are required to follow procedures with respect to maintaining the confidentiality of our clients’ non-public personal information.  If at any time you are not satisfied with our procedures to protect your privacy, or if you have questions regarding the collecting and/or use of your personal data, please contact us.  We will use all reasonable efforts to promptly address your concern.  Your privacy, our professional ethics, and the ability to provide you with quality insurance and tax preparation services are very important to us.

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Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Infinity Wealth Management, Inc. and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. (Insurance and Tax Services, etc.) offered through Infinity Wealth Management, Inc. are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third-party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money. For important information related to PCA, refer to the PCA’s Client Relationship Summary (Form CRS), Form ADV Part 2A and Privacy Notice by navigating to www.prosperitycapitaladvisors.com.

Catherine Reid is a registered representative of Innovation Partners LLC. Services offered through Innovation Partners LLC. Member FINRA/SIPC Address: 5950 Fairview Road, Suite 140 Charlotte, NC 28210 Phone: 704-708-5461 Innovation Partners LLC. is not affiliated with Infinity Wealth Management, Inc., nor Prosperity Capital Advisors.

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Leann Fitzgerald

Administrative Assistant

Leann joined the firm in 2020. She has over 10 years of hospitality and administrative experience and attended Appalachian State University.

In addition to being Theresa’s right hand woman, Leann is one of the first points of contact for new and existing clients. It is important to her to provide each person with a great experience, and she achieves this through genuine client interactions and assisting with behind-the-scenes happenings that help the firm grow and keep the office running smoothly.

Outside of work Leann loves to spend time with her husband John and their two dogs, Simon and Bonnibel. They enjoy camping, eating good food, playing lawn games, and spending time with family and friends.