A complete list of active advisors currently associated with Infiniti Wealth Management

Warmer can help you find a great advisor at Infiniti Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Infiniti Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.