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Finding Your Fit

With wealth comes opportunity, as well as increasing complexity of choice. One of the most important decisions you can make is to seek a trusted, qualified advisor who sees your total financial picture, can help you define your life goals, and work with you to build and preserve your wealth. While maintaining and growing your assets is critical, equally important is developing a strategy for leaving behind a legacy, and having the freedom to pursue what is most important to you.

As independent advisors with LPL Financial, we are not incentivized to sell any particular product and are able to give objective advice. This gives our clients confidence to know that when we make recommendations, we have their best interest in mind.

Infinity Capital Management's holistic approach goes beyond providing investment advice:

  • We work with a specialized group known as LPL Private Client which allows us to engage a network of trusted experts - such as accounting, legal, real estate, and insurance professionals - to support all facets of your wealth management needs. We can also partner with your own professionals with whom you have an existing relationship.
  • We have access to The Private Trust Company (PTC), a wholly owned subsidiary of LPL Financial, to manage trusts and family assets of our high net worth clients.
  • We offer a suite of Cash and Banking services that give you the power to manage your entire cash footprint in one single location. Our Lending solutions allow you to access additional capital without having to liquidate assets in your investment accounts.
Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives.

We understand that everyone encounters challenges. We strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, we invite you to email us through the form below or call our office at 412-967-1600.

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