Infinity Private Wealth

Infinity Private Wealth provides discretionary portfolio management, financial planning, and general consulting services to a broad set of client types described in its brochure, including individuals, high-net-worth clients, foundations, endowments, trusts, estates, and business entities. The firm documents client objectives and enters written investment advisory agreements before managing accounts and does not act as custodian of client assets, placing trades through qualified custodians.

The firm’s investment process draws on multiple methods of analysis (including fundamental, technical, cyclical, and economic reviews) and implements both long- and short-term strategies as appropriate to client objectives. It also utilizes a selection of independent third‑party managers for portions of client portfolios and retains ongoing discretionary responsibility to monitor those managers and align their strategies with client allocations.

Notable features that distinguish the firm from many peers include its affiliation with a broker‑dealer and the fact that a firm principal acts in a registered representative role with that affiliated broker‑dealer in a separate, commission‑earning capacity. The firm also supplements asset‑based advisory arrangements with hourly and fixed‑fee planning and consulting engagements, and reports that it is a newly formed adviser with no regulatory assets under management at the time of its filing.