investment management

PURSUE YOUR WEALTH OBJECTIVES

IT STARTS WITH YOU

There are many factors that go into selecting an investment strategy. Our disciplined discovery process is key to understanding the right investment strategy for your specific situation. Infinity Wealth Counsel's investment management options include traditional investing strategies as well as alternative investment strategies, in order to build a more diversified portfolio.

InfinityWealth_Studio66_059_edited.jpg

INDEPENDENT FEE-ONLY

FIDUCIARY WEALTH MANAGER

Fiduciary duty is at the heart of everything we do—we put our clients’ best interests first every time. Our investment strategy is focused on building diversified portfolios of institutional mutual funds, individual stocks and bonds, and exchange-traded funds that match our clients’ risk comfort level and long-term investment goals.