INFINITY FINANCIAL WEALTH MANAGEMENT LLC

Overview

Infinity Financial Wealth Management LLC is a small, independent registered investment adviser operating as a Limited Liability Company and owned by an individual. The firm focuses on serving individuals and families with fee arrangements that include a percentage of assets under management and hourly charges. Core services are financial planning and discretionary portfolio management for individuals and small businesses. The firm reports accountant-related business activity and maintains an affiliation with an insurance company. Investment activity centers on liquid equity allocations, with a stated preference for exchange-traded equities as the primary building block of client portfolios. Portfolios are managed at a boutique scale and the adviser supplements equity exposure with mutual fund positions and third-party real estate allocations. The firm is not an active ESG investor, does not act as a capital allocator, and is structured as a single-state, non-pension consultant adviser.

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