What We Do and How We Can Help

Your life is in constant motion. And, as your life situation changes, your goals may change or you may experience a transition that forces you to take action. Your financial plan should reflect your life. Financial planning is not a one-and-done deal but, rather, a long-term relationship that helps you take control of your future by providing ongoing support and advice.

At Infiniti Wealth Management, that’s what we do. We partner with you to maximize your opportunities, grow through your challenges, and minimize your risk—all so you can pursue what matters most in your life.

Clients First, Always

Our clients are the reason we do what we do. We are committed to building long-lasting relationships that put you at the center so you can not only be educated and empowered to make smart financial decisions but also feel the confidence and relief that comes from having a caring professional by your side.

We know firsthand, after 25 years of helping people reach their financial goals, that confidence can be hard to find when you’re going through a life transition. That’s why we tailor our services to two specific groups: 1. Women who have recently gone through a divorce or the death of a spouse and 2. Couples who are preparing to enter their much-anticipated retirement years.

What We Do

No matter your situation, we can help you navigate your transition, avoid unnecessary pitfalls, and optimize your financial situation. From helping you make settlement choices to figuring out an estate plan, we’ll walk you through each step of the process so you can continue pursuing your goals, regardless of what life has thrown at you.

As a fee-only wealth management firm, we provide personalized advice and services. Each one of our clients is unique. So, for each client, we create a financial plan tailored to their needs, time frame, and risk comfort. Whether you’re thinking of your retirement, maintaining your lifestyle, setting up a charitable gifting plan, or establishing a legacy, we will work closely with you to ensure that your needs are met.

The Infiniti Difference

In case you haven’t noticed, simply put, we prioritize relationships. We care deeply about every person who comes to us for help and we feel privileged to walk their life journey with them, sharing in both their joys and hard times. When you walk through our doors or chat with us on the phone, you will be on the receiving end of highly personalized attention. We are here for you whenever you need us. That’s something you can’t put a price on.

Our Goal for You

If you want to look to the future with excitement instead of stress, we’d love to help. Our goal is to help you focus your time and energy on the things you love, knowing that your financial future is on track and in good hands. Call our office at (845) 278-8638 or send us a message to set up a complimentary consultation and get started.