Infiniti Wealth Management is a financial services firm located in Brewster, New York, specializing in comprehensive wealth planning and investment advisory solutions. Serving individuals, families, and business owners, the firm is dedicated to helping clients achieve long-term financial security through personalized strategies. With a client-centric approach, Infiniti Wealth Management focuses on building trust and fostering lasting relationships.
The firm offers a broad range of services including retirement planning, investment management, estate planning, and risk management. Their advisors take pride in delivering tailored guidance based on clients’ unique goals, risk tolerance, and time horizons. As an independent firm, they provide objective recommendations without pressure from proprietary products.
Infiniti Wealth Management is affiliated with Royal Alliance Associates, Inc., a respected broker-dealer, which supports compliance and operational excellence. The team also places high value on ongoing education, ensuring that both advisors and clients stay informed in a constantly evolving financial landscape. Their commitment to transparency and integrity distinguishes them in the competitive financial planning industry.
Website: https://www.iwmria.com/
Key Services:
– Retirement planning and income strategies
– Investment management and asset allocation
– Tax-efficient wealth strategies
– Estate planning guidance
– Insurance and risk management
– Education funding strategies
– Business succession planning
– Financial goal setting and monitoring
