OUR WEALTH SERVICES

FOR TODAY AND ALWAYS

We meet you where you are, regardless of your life stage or position. As your wealth manager, we take time to understand your vision and create a roadmap for success.

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EARN  01

FINANCIAL PLANNING

Financial planning brings peace of mind by quantifying those things that are truly important to you and your family and developing a plan to make those goals a reality.

 

At Infinity Wealth Counsel we take the time to get to know you and your financial situation and  guide you through the process of developing your plan to meet those goals.

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Having specific and measurable benchmarks and understanding the steps necessary to meet those goals makes it easier to prioritize actions and empowers you to make sound financial decisions.  

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GROW 02

INVESTMENT MANAGEMENT

Built on the five-factor model, which was developed by Nobel Prize winner Eugene Fama and Dartmouth Professor Kenneth French, our investment philosophy is built on the premise of capturing the risk premiums which are available from investing in certain asset classes.

 

The five risk factors which affect investment return are:

 

  1. Market 

  2. Size

  3. Value

  4. Profitability

  5. Momentum

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Lakeside House

PRESERVE 03

ESTATE PLANNING

Estate planning can be an uncomfortable topic for many people. It should come as no surprise that roughly half of all Americans do not have a will, and even fewer have a comprehensive estate plan.

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We work with you, your attorney and your insurance agents to develop and implement a legacy plan that addresses your goals in a thoughtful and positive manner. 

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