INFINITY WEALTH COACHING, LLC

Overview

Infinity Wealth Coaching, LLC is a small, owner-operated advisory firm focused on individual and family clients. The firm acts as a capital allocator and provides advice primarily through a percentage-of-AUM fee model. Its advisory activity centers on selecting other advisers and allocating clients into third-party vehicles rather than running extensive in-house proprietary strategies. The firm is not an active ESG investor and does not present itself as a multi-state or pension consultant adviser. Given its affiliation with an insurance company and its stated product usage, Infinity Wealth Coaching leans toward insurance-linked solutions (notably annuities) alongside retail pooled products. The adviser’s role is largely non-discretionary: it recommends managers, funds, and product solutions and relies on custodial relationships for account implementation.

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Location & Offices