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 Cover Image - April 2024High Expectations

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. 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

Man checking stocks on phone

Rally realities

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

Read more

Let's start the conversation

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