Infinity Wealth Management specializes in comprehensive wealth management for family-oriented professionals and retirees. For 20 years we have been doing wealth management with an emphasis on tax-efficient distribution planning. This focus gives families more income now and for tomorrow. Infinity is a member of the Chamber of Commerce, the National Ethics Bureau, and the Better Business Bureau.
With a team of skilled and certified public accountants, Infinity also provides tax preparation and strategy services to the community for individuals and small businesses. Throughout the year we work with you to offer planning strategies that consider your entire tax and investment picture. Additionally, our wealth management clients are taken through a seven-step tax reduction process called the Tax Management Journey℠.
Infinity holds educational Lunch 'N Learns available to the community on various topics including Social Security, investments, tax mitigation, long-term care options, annuities, income planning, estate planning, and IRA distribution planning and maximization.
Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC-registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 3400 Sweeten Creek Rd. Suite A, Arden,north Carolina 28704,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- HQ
- Arden, North Carolina
Infinity Wealth Management, Inc. Questions
Infinity Wealth Management, Inc.'s website is https://www.infinitywealthmanagementinc.com/
Infinity Wealth Management, Inc.'s LinkedIn profile is https://www.linkedin.com/company/infinity-wealth-management-inc
Infinity Wealth Management, Inc. has
8 employees.
View email and phone details for 8
employees at Infinity Wealth Management, Inc..
Infinity Wealth Management, Inc.'s industry is
Financial Services
Infinity Wealth Management, Inc.'s top competitors are
Beacon Pointe,
Modera Wealth Management,
Colton Groome Financial,
White Oak Financial Management,
Altavista Wealth Management, Inc.,
Horizon,
Altamont Capital Management,
Trunorth Advisors,
Act Advisors, Llc.
Infinity Wealth Management, Inc.'s categories are Financial Services
Infinity Wealth Management, Inc.'s founding year is 2002
