Who We Are

Elevated Financial Planning <br/>for an Unlimited Future

Elevated Financial Planning
for an Unlimited Future

Infinity Wealth Management was founded on a simple yet powerful vision: going beyond what’s expected to achieve the exceptional when it comes to serving clients. Established in 2002 by Glen Pier, a multi-credentialed industry thought leader, financial educator, and Ed Slott Master Elite IRA Advisor, our firm has grown from a small basement office in Arden to a leading financial advisory firm in Western NC. With all our advisors having expertise in The Bucket Plan®, we embrace the responsibility of being true guides to our clients and helping them navigate the complex world of wealth.

We offer comprehensive services through The Five Pillars of Holistic Wealth Management: financial planning, tax management, asset management, legacy planning, and protection planning; as well as accessing legal documents, philanthropic advising, and an in-house tax practice.

For over 20 years, Infinity Wealth Management has proudly served the Asheville region, growing in scope and scale all while retaining our continuous commitment to excellence. We love empowering our clients to align their values with their financial goals and are committed to building lifelong relationships and giving back to our community.

Infinite Possibilities, One Group Working for You

At Infinity Wealth Management, our multifaceted team of financial professionals works as one to provide tailored guidance for your most complex financial planning needs. From our in-house comprehensive tax team to licensed specialists for your diverse needs including investments, insurance, Social Security, legacy planning, philanthropy, and more, we’re here to support you.

Catherine Reid

Managing Partner, Director of Investment Operations and Philanthropy

828-681-8574

creid@infinitywealthmanagementinc.com

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Theresa Browning

Managing Partner, Director of Tax Operations and Marketing

828-681-8574

tbrowning@infinitywealthmanagementinc.com

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Ready to Reach Your Financial Goals?

Schedule your meeting with an Infinity advisor