Experienced Guidance for Your Financial Future

2024 Team Photo

Our Mission

Infinity Wealth Advisors’ mission is to provide clients with greater clarity on their most important financial goals and a personal roadmap that guides them to completion. Our team strives to exceed expectations and deliver a concierge-caliber of client care. We are dedicated to assisting you plan effectively, make informed decisions and develop fully integrated, cohesive solutions to meet your objectives throughout each of life’s major stages — accumulation, distribution and legacy. 

 

Our Core Values

Our clients count on us to be there when they need us to help advise and assist them through every aspect of their financial lives to help connect today's money with tomorrow's dreams.

  • Honesty: We pride ourselves on the trust and confidence our clients place in us to safeguard their wealth to seek to ensure they are financially able to effectively achieve their goals.
  • Integrity: As a fiduciary wealth management advisor, your best interest is my top priority. We do not accept compensation from outside investment managers and have no incentive to recommend one product or service over another.
  • Gratitude: Showing appreciation for the things in life that are meaningful and valuable is part of the IWA culture. Approaching life with a more positive mindset can do more than just improve your mood. It can have cascading benefits in other areas of your life, including financial planning.
  • Responsibility: We are accountable for the quality of our clients’ service experience and the resolution of client issues. Everything we do is designed to advocate for your financial prosperity and security. We also ask our clients to be proactive as it relates to their own financial planning. By doing so, it elevates the client-advisor relationship and increases the probability of success.
  • Personal Growth: Our team adheres to a learning culture and engages in ongoing professional development to gain new skills and perspectives.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4