Infinity Wealth Management
Financial Advising
Why pick this one
Infinity Wealth Management has served the Asheville region since 2002 and combines Bucket Plan® advising with in-house year-round tax management.
Best for
- retirement income planning
- coordinating investments with tax and legacy strategies
- Roth conversions and retirement withdrawal planning
- tax-smart estate and charitable giving strategies
- clients seeking coordinated financial planning and in-house tax services
Specialties
- retirement planning
- tax planning and tax preparation
- Roth conversion planning
- legacy and estate planning
- philanthropic advising
- long-term care and income protection planning
- Medicare surcharge optimization
Certifications
- Certified Financial Fiduciary®
- Bucket Plan Certified®
- CERTIFIED FINANCIAL PLANNER®
- Ed Slott Master Elite IRA Advisor
- Certified Public Accountant (CPA)
- Enrolled Agent
What makes them different
- Founded in 2002 and serving the Asheville region for over 20 years
- All advisors have expertise in The Bucket Plan® methodology
- In-house tax planning and tax preparation provided year-round
- Services organized around five pillars: financial planning, tax management, asset management, legacy planning, and protection planning
- Partners with Prosperity Capital Advisors, a national registered investment advisor
- Years in business
- 20
- Serves
- Asheville, Arden
Distilled from this business's own website.
Contact & Location
- Address
- 3400 Sweeten Creek Rd Ste a, Arden, NC 28704
- Phone
- +18286818574
- Website
- http://www.infinitywealthmanagementinc.com/
- importantinfo@infinitywealthmanagementinc.com
Services
- financial planning
- tax management
- asset management
- legacy planning
- protection planning
- investment management
- insurance planning
- Social Security planning
- philanthropic advising