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 InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Michaela Andersen | Founder, Lead Admin at Custom Admin | Asheville, North Carolina, United States |
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|
| Taylor Livesay | Financial Advisor at Infinity Wealth | Asheville, North Carolina, United States |
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|
| Catherine Reid | Financial Services Professional | Candler, North Carolina, United States |
Email
|
| Bryanna Fleming | Student at Marshall University | Greater Asheville, United States |
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|
Employees by Management Level
Individual contributor
3 profiles
Executive
1 profile
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