Wealth Management

You’ll be treated as an individual and receive a Wealth Management plan tailored especially for you.

Wealth management is not just about your investments. It is also about creating a comprehensive plan that looks at all the areas of your financial life, for you to meet your goals today and your dreams for tomorrow. At Infinity Wealth Management we specialize in comprehensive wealth management.

Together, we will take you through a five-meeting, consultative process to prioritize the areas of your financial needs. We will look at things like investment alignment, taxes, wealth transfer, inheritance, wealth enhancement, and charitable giving. Each area of financial importance will get the attention it deserves, enabling you to have the time to do things that are most important to you.

Once you have put all these in priority, I will get together with a team of experts, who each have years of experience in their respective fields, to build your customized wealth management plan. These specialists have expertise in taxes, insurance, legal documents, and retirement accounts. Together, we will review your unique plan. Unlike the corporate giants, I provide you a rich education that will empower you to make smart decisions.

With our regular progress meetings we review not only our investments and their performance; we continuously monitor all the areas of your financial life. We build intimate relationships based on trust and integrity, getting to know each other beyond investments.

Getting involved in your finances is something that you could actually learn to enjoy.

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Click here for the PDF version of our Consultative Process Chart

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