A complete list of active advisors currently associated with Infinity Wealthcare, LLC

Warmer can help you find a great advisor at Infinity Wealthcare, LLC or one who fits your needs even better.

Infinity Wealthcare, LLC is a fee-only registered investment adviser that provides wealth and portfolio management and investment planning and consulting services to individuals, self-employed professionals, small business owners, retirement and pension plans, profit-sharing plans, and trusts. Like many independent advisers, it offers portfolio management for individual clients and charges clients on a percentage-of-assets basis. The firm provides both discretionary and non-discretionary management tailored to growth, income, or combined objectives, employing fundamental and technical analysis and standardized options (with options Greeks analysis) as income-generation and hedging tools. Portfolios are monitored and rebalanced on an ongoing basis, and the firm also offers project-based consulting and educational seminars, workshops, coaching, and pension-related planning as part of its services. Noteworthy differences from many peers include the availability of performance-based fee arrangements for qualified clients and the willingness to advise retirement/pension and other pooled or institutional-type accounts, which are less common among independent advisers. The combination of active options strategies, technical-analysis tools that can support market-timing decisions, and a formal seminar/workshop consulting offering distinguishes the firm within its peer group.

To learn more about the advisors currently working at Infinity Wealthcare, LLC, 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.

Name	Location	Years of experience
Sanjay Puri	Cumming, GA	7

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