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Michael D
CFP®, Series 63, Series 65
Brewster, NY
Infiniti Wealth Management
Michael Durante is a CFP® with 15 years of industry experience, currently serving at Infiniti Wealth Management in Brewster, NY. He has been with Durante & Waters, LLC since 2003. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, and estates. The firm focuses on asset allocation and diversification, using mutual funds and ETFs alongside low-correlation securities, and emphasizes tax- and cost-efficiency without attempting to time the market.
James L
Series 63, Series 65
Brewster, NY
Infiniti Wealth Management
James Lubin is a financial advisor at Infiniti Wealth Management with five years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Beacon Hill Private Wealth Management and CBOE. Lubin’s career also includes a long tenure at Lehman Brothers Inc. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, and estates, including specialized services like divorce financial planning. The firm’s approach centers on asset allocation and diversification using mutual funds and ETFs, incorporating both fundamental and technical analysis to tailor portfolios through regular reviews.
George W
CFP®, Series 63, Series 65
Brewster, NY
Infiniti Wealth Management
George Waters is a CFP® professional with 22 years of industry experience. He is affiliated with Infiniti Wealth Management, where he has worked since 2003 through Durante & Waters, LLC. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning services to individuals, trusts, and estates. The firm focuses on asset allocation and diversification using mutual funds, ETFs, and other low-correlation securities, delivering tailored portfolios through ongoing consultations and regular account reviews.
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