Helping you grow more than wealth

How we serve you

The Infinity Group serves a select group of successful executives, business owners, and institutions. Working together with our clients and their tax and legal advisors, we deliver personalized solutions that best serve our clients’ needs. Whether you are seeking portfolio management, institutional investing, estate, trust or retirement planning strategies, or business planning, we offer the experience and advice you seek. We create and implement customized wealth management strategies to address our clients’ specific goals and challenges—such as diversifying highly concentrated equity positions or properly strategizing to invest liquidity proceeds to fund your next venture (or adventure).

Above all, we offer a long-term perspective and advice catered to your unique needs. We constantly strive to discover solutions and offer world class service to each and every client. By taking on the multi-faceted challenges of wealth management, we help our clients focus more time and resources on what is important to them— their families, institutions, causes, and ventures.

“If you don’t know where you are going, you’ll end up someplace else.” ~ Yogi Berra

 

Global Insight Monthly

Global Insight Monthly cover - October 2024The price of Fed rate cut success is steep, but not too steep

The Fed has finally aggressively lowered interest rates. While a steeper yield curve reflects the market’s optimism that rate cuts will shore up the economic outlook, further steepness could be a sign the Fed will cut rates deeply, likely due to a recession. Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about The Infinity Group.

Featured

RBC Gateway building image

Considering The SVB Collapse

Sun Mar 26 18:56:00 GMT 2023 | Jenn Wappaus, First Vice President - Financial Advisor

When events like Silicon Valley Bank and Signature Bank happen, it's natural to wonder how a bank safeguards your funds. Fortunately, the Federal Deposit Insurance Corporation (FDIC) was designed for this very reason: to help protect your funds.

Read more
RBC Gateway building image

Considering The SVB Collapse

Sun Mar 26 18:56:00 GMT 2023 | Jenn Wappaus, First Vice President - Financial Advisor

When events like Silicon Valley Bank and Signature Bank happen, it's natural to wonder how a bank safeguards your funds. Fortunately, the Federal Deposit Insurance Corporation (FDIC) was designed for this very reason: to help protect your funds.

Read more

Latest Insights

Foo dog and Shanghai Harbor

The end of China’s challenging chapter?

China’s economy is struggling. A coordinated stimulus to curb the crippling housing crisis and support local governments is being announced. We explore the measures undertaken and contemplated and their potential implications for portfolios.

Read more

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields