Infiniti Wealth Management

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Client assets under management

$187,437,448

Clients

171

24% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,096,125

About

Infiniti Wealth Management (Durante & Waters, LLC) provides discretionary investment management as well as comprehensive financial planning and consulting to individuals, trusts, and estates. The firm’s services explicitly include specialized work such as divorce financial planning and are delivered through written engagement agreements.

The firm’s investment approach emphasizes asset allocation and diversification, building core portfolios largely with mutual funds and ETFs while incorporating additional low‑correlation securities for potential added value; Infiniti states it does not attempt to time the market and seeks tax- and cost-efficiency. Infiniti employs both fundamental and technical analysis and tailors portfolios through initial goal- and risk-assessment consultations with ongoing monitoring and at least quarterly account reviews.

Distinctive aspects noted in the brochure include a bundled wealth-management offering that combines ongoing financial planning with investment management and the firm’s practice of directly managing client assets rather than utilizing independent managers. The firm also generally recommends a single custodian and discloses receipt of software, trading and operational support from that provider, a relationship the brochure flags as a potential conflict of interest; Infiniti further discloses that it does not vote client proxies, leaving those votes to clients.

Client services

Financial planning Portfolio management

Expertise

Divorce financial planning General retirement planning

Fee options

Fixed

Flat fees for financial planning range from $1,000 to $8,000; flat fee for comprehensive wealth management ranges from $24,000 to $36,000 annually

Percentage

$0 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%

Project-based

Hourly fees range from $150 to $300 per hour for financial planning and consulting services

Other

Account minimum: $300,000 Minimum fee: Minimum annual fee of $6,000, negotiable and may be waived Fee-only: Fixed fees for financial planning generally range from $1,000 to $8,000; hourly fees range from $150 to $300 per hour; flat fees for comprehensive wealth management generally range from $24,000 to $36,000 annually

Main office location

Infiniti Wealth Management

3 Starr Ridge Road, Suite 103

Brewster NY 10509, United States

Number of offices

Most active in

Connecticut · Florida · New Hampshire · New Jersey · New York · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (845) 278-8638

Advisors at this firm

Michael D

CFP®, Series 63, Series 65

Brewster, NY

Infiniti Wealth Management

Michael Durante is a CFP® with 15 years of industry experience, currently serving at Infiniti Wealth Management in Brewster, NY. He has been with Durante & Waters, LLC since 2003. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, and estates. The firm focuses on asset allocation and diversification, using mutual funds and ETFs alongside low-correlation securities, and emphasizes tax- and cost-efficiency without attempting to time the market.

Divorce financial planning General retirement planning

James L

Series 63, Series 65

Brewster, NY

Infiniti Wealth Management

James Lubin is a financial advisor at Infiniti Wealth Management with 4 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Infiniti Wealth Management and Beacon Hill Private Wealth Management since 2016. His earlier career includes six years at CBOE and a long tenure at Lehman Brothers Inc. beginning in 1999. Infiniti Wealth Management provides discretionary investment management and comprehensive financial planning to individuals, trusts, and estates. The firm emphasizes asset allocation and diversification using mutual funds, ETFs, and low-correlation securities, with a focus on tax- and cost-efficiency and ongoing portfolio monitoring.

Divorce financial planning General retirement planning

George W

CFP®, Series 63, Series 65

Brewster, NY

Infiniti Wealth Management

George Waters is a CFP® professional with 21 years of industry experience. He has been with Durante & Waters, LLC since 2003. Infiniti Wealth Management (Durante & Waters, LLC) provides discretionary investment management and comprehensive financial planning to individuals, trusts, and estates. The firm focuses on asset allocation and diversification using mutual funds and ETFs, emphasizing tax- and cost-efficiency, with tailored portfolios based on client goals and risk assessments.

Divorce financial planning General retirement planning

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