Infinity Wealth Management’s team delivers world class service.
Glen Pier is a comprehensive wealth manager specializing in working with professionals and retirees. As an independent advisor, he has helped clients with wealth management, tax planning, insurance and advanced estate planning for more than 15 years.
As a Certified Financial Fiduciary, Glen empowers his clients to make smart decisions with their money. By partnering with his clients and using a holistic approach, he seeks to create a unique plan and to discover their missed planning opportunities. Glen utilizes The Bucket Plan®️ process, allowing him to implement the most comprehensive wealth management plan that directly addresses sequence of returns risk, inflation, and growth. His integrative approach includes one of the most overlooked areas in retirement – taxes. His specialized training in the Tax Management Journey℠ focuses on minimizing taxes and helping his clients keep more of their hard-earned money.