A complete list of active advisors currently associated with Infinity Private Wealth

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

Infinity Private Wealth provides portfolio management, financial planning, and consulting to individuals, high‑net‑worth clients, foundations, trusts, estates, corporations and other business entities. The firm offers discretionary investment management and project‑based financial planning while relying on qualified custodians to hold client assets rather than acting as custodian itself. The firm’s investment process blends fundamental, technical, cyclical and economic analysis and employs both long‑ and short‑term strategies, strategic asset allocation, and the use of third‑party independent managers when appropriate. It typically recommends a major institutional custodian for trading and custody while performing ongoing portfolio reviews and reporting to clients. A distinctive feature disclosed in the brochure is common ownership with an affiliated broker‑dealer and a co‑owned sell‑side M&A advisory, and the firm’s managing principal also operates in a registered‑representative capacity for the affiliated broker‑dealer—allocating a majority of his time (about 60%) to that role and implementing commissionable transactions in that separate capacity, which the firm identifies as a potential conflict. The firm is recently formed and reported no assets under management or clients on its filing, and its chief investment and compliance officer holds the CFA charter.

To learn more about the advisors currently working at Infinity Private Wealth, 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.