Infinity Wealth Management, Llc
Infinity Wealth Management, LLC is an independent full service investment firm. Our mission is to seize opportunity for our clients in the marketplace with no bias towards product or provider. By providing our clients with ideas that other advisors have not, we add substantial value to the investment and risk management process. We are committed to this endeavor by constant analysis of macroeconomic conditions and by leveraging the leading experts in banking and finance. Our clients include community banks, individuals, families, corporations and non-profit organizations. Whether you are seeking personal financial advice or you sit on a board of directors in need of financial guidance, we can help. Securities and investment advisory services offered through World Equity Group, Inc. member FINRA/SIPC, a Registered Investment Advisor. Infinity Wealth Management, LLC is not owned or controlled by World Equity Group, Inc.
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9
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- MJ
Martin Jopek
Director of Operations · Operations
EmailPhone - MS
Mark Strefner
Senior Partner - Wealth Advisor · Other
EmailPhone - AL
Andrew Lewis
President · General Business & Management
EmailPhone
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Top roles at Infinity Wealth Management, Llc
3 distinct titles indexed · top 3 shown.
- 1director of operations
- 1president
- 1senior partner - wealth advisor
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