Infinity Wealth Management, Inc.
Company

Infinity Wealth Management, Inc.

Financial Services Arden, North Carolina, United States 8 employees
Employees
8
Contacts
1
Emails
1

Infinity Wealth Management, Inc. Overview

Headquarters
Arden, North Carolina, United States
Industry
Financial Services
Employees
8
Founded
2002
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Infinity Wealth Management, Inc.

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.

Infinity Wealth Management, Inc. Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Infinity Wealth Management, Inc. Org Chart

Sample employees and titles
Name Title Contact
Michaela Andersen Founder, Lead Admin at Custom Admin
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Taylor Livesay Financial Advisor at Infinity Wealth
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Catherine Reid Financial Services Professional
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Bryanna Fleming Student at Marshall University
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Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile

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