Business Details
Independent Financial Advisers for Personalized Wealth Management
Infiniti Wealth Management is an independent, fee-only financial advisory firm dedicated to helping clients achieve long-term financial security. With over 60 years of combined experience, we specialize in personalized investment management and retirement planning tailored to individual needs, timeframes, and risk tolerance. Our fiduciary responsibility ensures all advice prioritizes client interests, free from conflicts of interest.We focus on unique life transitions, including divorce, spousal loss, and retirement, creating customized plans for wealth preservation and growth. Our approach emphasizes regular communication, undivided loyalty, and adapting strategies to evolving client circumstances.
Services
Investment Management
Retirement Planning
Women in Transition Services
Fiduciary Advisory
Wealth Preservation
Highlights and features
- We operate as a fee-only fiduciary with no product sales or commissions
- Our advisors have over 60 combined years of financial planning experience
- We create fully personalized wealth management plans for unique circumstances
- We specialize in helping women during major life transitions
- We maintain undivided loyalty to clients through regular communication
Associations and certifications
- Certified Financial Planner Board of Standards
Services
Investment Management
We create customized investment strategies tailored to individual financial goals and risk tolerance. Our approach combines market expertise with personal financial planning to optimize portfolio performance. Clients benefit from ongoing adjustments that adapt to changing life circumstances and market conditions.
Retirement Planning
Our retirement planning service develops comprehensive strategies to achieve long-term financial independence. We analyze current assets, future needs, and tax implications to create sustainable income plans. The service includes regular progress assessments and adjustments to maintain retirement goals.
Women in Transition
This specialized service addresses financial challenges during major life transitions like divorce or spousal loss. We develop strategies for asset protection, tax management, and long-term security. The service includes emotional support combined with practical financial guidance tailored to women's unique needs.
Fiduciary Advisory
As registered fiduciaries, we provide investment advice strictly in clients' best interests. Our advisory service eliminates conflicts of interest through fee-only compensation. We maintain transparency in all recommendations and continuously monitor portfolios to ensure alignment with client objectives.
Wealth Preservation
Our wealth preservation strategies focus on maintaining financial stability through market volatility. We implement risk management techniques and tax-efficient strategies to protect assets. The service includes estate planning considerations and intergenerational wealth transfer planning.
People
Michael A. Durante
Certified Financial Planner
Founder with 25+ years experience specializing in women's financial transitions and retirement planning. Holds CFP and MBA credentials from Pace University. Focuses on personalized financial strategies aligned with client values.
George J. Waters
Certified Financial Planner
Co-founder with extensive experience in investment management and retirement planning. Holds CFP and MBA credentials. Committed to providing objective financial advice through the firm's fee-only model.
Questions
Are you a fiduciary financial advisor?
Yes, we operate as registered investment advisors with a fiduciary duty to act in our clients' best interests at all times.
What services do you offer?
We provide investment management, retirement planning, and specialized financial guidance for women during life transitions.
How are you compensated?
We are fee-only advisors with no commissions, bonuses, or incentives from financial product sales.
Do you work with local clients only?
While based in Brewster, NY, we serve clients nationwide through virtual consultations and remote financial planning.
What experience do your advisors have?
Our advisors have over 60 combined years of experience with specialized expertise in retirement planning and women's financial transitions.
Can I get a second opinion on my investments?
Yes, we offer free 30-minute introductory sessions to review your current investment strategy and provide personalized recommendations.
