Infiniti Wealth Management

Wealth Management Firm in New Milford, CT

Firm Info
Address: 23 Main St, New Milford, CT 06776, USA
Website:
Phone: (860) 354-5615

Firm Size
Assets Under Management: $155.5 million
# of Advisors: 3
# of Clients: 533
Client to Advisor Ratio: 178:1
Average Account Size: $291,731
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Infiniti Wealth Management Overview

INFINITI WEALTH MANAGEMENT is a registered investment advisory firm that has been in business since 2008. It is based in Brewster, NY and operates on a fee-only arrangement, meaning that it does not earn commissions or other incentives from recommending investments. The firm specializes in providing investment advice to individuals and small businesses, offering financial planning and portfolio management services. With a focus on investment advice only, INFINITI WEALTH MANAGEMENT helps clients to manage their finances by developing customized investment strategies that align with their long-term goals. The firm's approach is based on comprehensive financial planning, where clients' current financial standing, objectives, and risk tolerance are evaluated to recommend the most appropriate investment portfolio. INFINITI WEALTH MANAGEMENT's fee-only model ensures that its advisors act in the best interests of their clients, providing unbiased financial advice. This approach helps to build long-term relationships based on trust and results. With services that include financial planning and portfolio management for individuals and small businesses, INFINITI WEALTH MANAGEMENT is a reliable and knowledgeable investment advisor that can help clients achieve their financial goals.

INFINITI WEALTH MANAGEMENT serves a diverse array of clients ranging from individuals to high net worth individuals. These clients require different levels of financial planning, investment management, and wealth preservation strategies. Whether it's someone looking to build a retirement portfolio or a high net worth individual seeking sophisticated estate planning solutions, INFINITI's team of experienced financial advisors tailor their services to meet the unique needs of each client. When it comes to fee structures, INFINITI offers clients flexibility and transparency, with a range of options from which to choose. One popular fee structure is based on a percentage of assets under management (AUM), which is a percentage of the total value of assets being actively managed by INFINITI. This approach is designed to align the advisor's interests with those of their clients, as it ensures that they are compensated based on how successful their investment strategies are. Alternatively, clients may elect to pay hourly fees for specific services, such as financial planning or tax preparation. INFINITI may also structure fixed fees for certain types of services, which are agreed upon upfront and do not vary depending on the size of the client's portfolio. Overall, INFINITI is committed to providing their clients with comprehensive financial advice and solutions, while also being transparent and fair in their fee structures.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for INFINITI WEALTH MANAGEMENT does not mention any investment minimums. Therefore, it is unclear what the firm's minimum investment requirement may be. For prospective clients interested in working with this firm, it is recommended to contact them directly to inquire about their investment minimums and any other relevant information.

How This Office Can Help New Milford, CT Residents

Infiniti Wealth Management provides a comprehensive suite of financial planning and investment management services to clients in New Milford, CT. The company's team of experienced financial professionals work closely with clients to assess their unique financial goals and create customized financial plans to help them achieve those goals. Infiniti Wealth Management offers investment management services, retirement planning and wealth preservation strategies, estate planning, and tax management. Living in New Milford, CT, individuals may face a range of financial challenges, including planning for retirement, managing investments in a volatile market, navigating complex tax regulations, and preserving wealth for future generations. Infiniti Wealth Management helps clients address these challenges by providing personalized financial advice and investment management services tailored to their specific needs and goals. The company's experienced professionals work closely with clients to develop comprehensive financial plans and to make informed investment decisions in order to help them achieve long-term financial success.

To view the Minimum Investment and Fee Schedule for Infiniti Wealth Management, visit their Part 2 Brochure.

Services Offered by Infiniti Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Infiniti Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 23 Main St, New Milford, CT 06776, USA
Phone (860) 354-5615
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 3 STARR RIDGE ROAD, SUITE 103, BREWSTER, NY 10509, United States

This firm has no other locations.

State Registrations

Infiniti Wealth Management is registered to service clients in the following states:

  • Connecticut
  • Florida
  • New Hampshire
  • New Jersey
  • New York
  • Texas

Disciplinary History

Infiniti Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.