Infiniti Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Infiniti Wealth Management (Durante & Waters, LLC) provides discretionary investment management as well as comprehensive financial planning and consulting to individuals, trusts, and estates. The firm’s services explicitly include specialized work such as divorce financial planning and are delivered through written engagement agreements.
The firm’s investment approach emphasizes asset allocation and diversification, building core portfolios largely with mutual funds and ETFs while incorporating additional low‑correlation securities for potential added value; Infiniti states it does not attempt to time the market and seeks tax- and cost-efficiency. Infiniti employs both fundamental and technical analysis and tailors portfolios through initial goal- and risk-assessment consultations with ongoing monitoring and at least quarterly account reviews.
Distinctive aspects noted in the brochure include a bundled wealth-management offering that combines ongoing financial planning with investment management and the firm’s practice of directly managing client assets rather than utilizing independent managers. The firm also generally recommends a single custodian and discloses receipt of software, trading and operational support from that provider, a relationship the brochure flags as a potential conflict of interest; Infiniti further discloses that it does not vote client proxies, leaving those votes to clients.
Client services
Expertise
Fee options
Flat fees for financial planning range from $1,000 to $8,000; flat fee for comprehensive wealth management ranges from $24,000 to $36,000 annually
$0 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Hourly fees range from $150 to $300 per hour for financial planning and consulting services
Account minimum: $300,000 Minimum fee: Minimum annual fee of $6,000, negotiable and may be waived Fee-only: Fixed fees for financial planning generally range from $1,000 to $8,000; hourly fees range from $150 to $300 per hour; flat fees for comprehensive wealth management generally range from $24,000 to $36,000 annually
Main office
3 Starr Ridge Road, Suite 103
Brewster NY 10509
Advisors at this office
3
Most active in
Connecticut · Florida · New Hampshire · New Jersey · New York · Texas
Also doing business as
Beacon Hill Private Wealth Management · Durante & Waters, LLC · Infiniti Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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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