Helping You Live, Give, and Grow Without Limits
Our goal is to quantify the unknowns of retirement. We start by uncovering what you truly want from this next chapter—whether that’s travel, philanthropy, family, or something else entirely—and build every part of your plan around that vision for a no-regrets retirement.
Financial Planning
Plan for the Life You Really Want
A large bank account is great, but it’s not a retirement plan. We use The Bucket Plan® to build your wealth around your timeline and what matters to you, because what’s the point of saving if you never get to live the life you saved for? A comprehensive financial plan can help you:
- Organize your assets according to your short-, mid-, and long-term needs
- Design a spending strategy that balances income with growth, aligned with your goals
- Reduce market risk and gain peace of mind in retirement
Tax Management
Swap Tax Liabilities for Financial Possibilities
At most firms, tax support stops at the tax return. While we are passionate about and skilled in both tax preparation and planning, for us, the magic lies in taking it a step further. We built our firm around the belief that you can’t manage wealth wisely without managing taxes, which is why we do both, in-house and year-round. Our Tax Management Journey® can help you:
- Avoid liabilities with proactive planning and lower lifetime and generational tax burdens
- Reduce taxes through Roth conversions, gifting, and income structuring
- Minimize Medicare surcharges and optimize retirement withdrawals
Asset Management
Investing with Intention
Your investments should support your life, not the other way around. That’s why we approach asset management as an individualized, purpose-driven process. As fiduciaries, we keep your interests at the center of every investment decision, and as holistic planners, we make sure your investments work in harmony with your tax, income, and legacy strategies. We provide:
- Ongoing portfolio management and realignment as your life evolves
- Goal-based investing with options for ESG and values-driven funds
- Proactive tax investment strategies to maximize long-term outcomes
Legacy Planning
Wealth that Reflects the Life You Lived
A strong legacy is about leaving money with meaning, knowing that when you’re gone, the people and causes you care about are cared for, too. With us, you can:
- Build a thoughtful, tax-smart estate strategy
- Create a charitable giving or philanthropy plan aligned with your values
- Help your wealth transition smoothly to loved ones or causes
Protection Planning
Planning for Life’s What-Ifs
Life throws curveballs, and the best time to protect yourself is before they happen. With protection planning, we help you safeguard what matters most through:
- Long-term care, income protection, and survivor strategies
- Reducing financial vulnerability during major life changes
- Strengthening the foundation of your entire plan
Tax Preparation and Tax Planning
The Key Planning Piece Many Firms Overlook
While many firms focus solely on filing tax returns, our tax specialists outfit your plan with an integrated tax strategy designed to help you avoid liabilities, reduce your lifetime tax burden, and keep more of what you’ve earned year after year. Working with one coordinated team connecting your tax plan to your income, investments, and legacy means you can expect:
- Guidance through our Tax Management Journey® and year-round tax planning
- Strategies for Roth conversions, charitable giving, and Medicare premium reduction
- Lifetime modeling to help you uncover long-term tax savings
Wealth Management for a Life Without Limits –
The Infinity Difference
At Infinity Wealth Management, we’re redefining what it means to work with a financial advisor. As an all-in-one, all-in-for-you firm, we listen harder, plan smarter, and stay connected, making sure every piece of your financial picture works together to help build and protect your wealth, so your wealth can help build and protect your life in retirement. Alongside our convenient and efficient in-house tax practice, we are proud to partner with Prosperity Capital Advisors, giving you access to high-level investment solutions rooted in research and discipline.
Because when you work with us, you're not just building a portfolio. You’re building a life without limits.