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 - May 2025

Imbalancing act

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. 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.

Disclosures

Anthony Marrelli is currently registered to conduct business with residents of the following states: CA, CT, DC, DE, FL, IA, KY, MA, MD, MN, NC, NJ, NY, OH, OR, PA, SC, TX, UT, VA, VT, WV.

Anthony Marrelli, NMLS # 1293942, Kris Wappaus, NMLS # 2052741, and Edward Schultz, NMLS # 1703082 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Jenn Wappaus is currently registered to conduct business with residents of the following states: CA, CO, DC, FL, MA, MD, NY, OH, TX, VA.

Kris Wappaus is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, IL, MA, MD, MS, NC, NJ, NM, NY, OH, PA, SC, TX, VA. California Insurance License # 0I61708.

Edward Schultz is currently registered to conduct business with residents of the following states: AZ, CA, DC, DE, FL, IL, LA, MD, MO, MS, NC, NJ, NY, PA, SC, TN, VA, WA, WV.

Read additional advisor disclosures.

Meet the team

The Infinity Group Team photo

Learn more about The Infinity Group.