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Master Elite IRA Planning

Don’t trust your IRA or 401k to just anybody.

At Infinity Wealth Management, we have the technical expertise to help with your IRA, Roth, 401k, and other tax deferred accounts. Our founder, Glen Pier, is a Master Elite IRA Advisor and a member of Ed Slott’s educational group for more than 10 years.

With the elimination of the traditional pension and the introduction and focus of the company 401K Plan and many other tax-deferred accounts, it has become necessary for advisors to have specialized training to manage and maximize these valuable accounts. We have addressed this by increasing our understating of these accounts and their complicated rules to provide the best planning available for you.

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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.

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, Haze and Kaiya. They enjoy camping, eating good food, playing lawn games, and spending time with family and friends.