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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.

Divorce financial planning General retirement planning
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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.

Divorce financial planning General retirement planning
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George W

CFP®, Series 63, Series 65

Brewster, NY

Infiniti Wealth Management

George Waters is a CFP® professional with 21 years of industry experience. He has been with Durante & Waters, LLC since 2003. Infiniti Wealth Management (Durante & Waters, LLC) 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, emphasizing tax- and cost-efficiency, with tailored portfolios based on client goals and risk assessments.

Divorce financial planning General retirement planning
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