Infinity Wealth Management, Inc

Founded in 2002, our firm is committed to serving Asheville and its neighboring communities with a holistic approach to wealth management. Our objective is to empower clients to build and safeguard their assets with both transparency and intention by integrating every facet of the financial landscape. We have brought together a team of licensed professionals whose extensive expertise includes an in-house tax practice and advisory services addressing legal and philanthropic matters. This collaborative model aims to deliver a seamless, all-encompassing experience for every client. We support family-oriented professionals, retirees, and individuals focused on legacy planning by guiding them through a well-defined process rooted in five foundational pillars of holistic wealth management. These pillars—The Bucket Plan® for financial planning, The Tax Management Journey®, advanced asset management, customized legacy planning, and robust protection planning—offer a clear pathway toward achieving financial freedom and security. Our goal is to help clients utilize their resources effectively to help foster lives that are both meaningful and fulfilling, rather than solely focusing on portfolio growth. Infinity Wealth Management proudly maintains memberships with the Chamber of Commerce, the National Ethics Bureau, and the Better Business Bureau. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA), an SEC-registered investment advisor. For more information, please visit https://adviserinfo.sec.gov/