Infinity Wealth Management

What Infinity Wealth Management does

Infinity Wealth Management, Inc. is an independent, privately held fiduciary wealth advisory firm founded in 2002 by Glen Pier and headquartered in Arden, North Carolina. The firm serves individual and family clients in Western North Carolina — primarily pre-retirees and retirees, with secondary support for small business owners and high-net-worth families — through a five-pillar service model: Financial Planning, Tax Management, Asset Management, Legacy Planning, and Protection Planning. Its core products and frameworks are the trademarked The Bucket Plan® (a three-bucket time-segmented asset organization methodology) and The Tax Management Journey® (an integrated, year-round tax planning framework), supplemented by in-house tax preparation services, on-demand webinars, and a suite of financial planning calculators.

Revenue is generated primarily through wealth management advisory fees (AUM-based or flat planning fees), tax preparation and planning fees for individuals, trusts, estates, and small businesses, and commissions on insurance products distributed through licensed specialists. Investment execution is delivered via a strategic partnership with Prosperity Capital Advisors, a national RIA, and securities are offered through a broker-dealer relationship with Innovation Partners LLC (FINRA/SIPC). GTM is sales-led and advisor-driven: the firm relies on direct in-person meetings at its Arden office, complemented by content marketing (blogs, webinars, calculators) and founder-led thought leadership including community financial education through the American Financial Educational Alliance (AFEA). Pricing is quote-based and not publicly disclosed; the firm offers a complimentary initial consultation as the entry point. The team consists of approximately 15 professionals, including two Managing Partners (Catherine Reid and Theresa Browning), three Financial Advisors, in-house tax specialists, and operational staff.

Name

Infinity Wealth Management

Legal name

Infinity Wealth Management, Inc.

Website

https://infinitywealthmanagementinc.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Short description

Infinity Wealth Management is an independent fiduciary advisory firm in Arden, NC, delivering integrated financial planning, tax management, asset management, legacy, and protection services to individuals, families, and small business owners in Western North Carolina via its trademarked Bucket Plan® methodology.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282), Life Insurance (6311)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Financial Planning–Led RIAs (FSAAACAB), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Financial planning services
• Wealth management advisory
• Retirement planning services
• Tax planning services
• Estate planning services

Headquarters

HQ city

Arden

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Advisory Fees: Comprehensive wealth management services including financial planning, asset management, tax management, legacy planning, and protection planning. Revenue likely generated through AUM-based fees or flat-rate advisory fees.
2. Tax Preparation and Planning Services: In-house tax practice offering tax preparation for individuals, trusts, estates, small businesses, and self-employed individuals, as well as year-round tax planning services.
3. Insurance Products: Protection planning services including long-term care, income protection, and survivor strategies through licensed insurance specialists.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Infinity Wealth Management is an independent, fee-only fiduciary financial advisory firm that provides holistic wealth management organized around five pillars: financial planning, tax management, asset management, legacy planning, and protection planning. The firm also operates an in-house tax preparation practice for individuals, trusts, estates, and small businesses, applying The Bucket Plan® asset organization methodology and The Tax Management Journey® integrated tax framework. Services are delivered by licensed advisors, Enrolled Agents, and fiduciary professionals to individuals and families in Western North Carolina.

Product overview

Infinity Wealth Management offers a unified holistic wealth management platform built around The Five Pillars of Holistic Wealth Management: Financial Planning, Tax Management, Asset Management, Legacy Planning, and Protection Planning. The core methodology centers on The Bucket Plan® for asset organization and The Tax Management Journey® for integrated tax strategy. Services include in-house tax preparation and filing, on-demand webinars, and financial calculators. The firm partners with Prosperity Capital Advisors for investment solutions and positions itself as an all-in-one advisory firm for retirement planning in Western NC.

Differentiator

Problem solved

Functional benefit

Brands

• The Bucket Plan®: A structured approach to organizing assets into three key buckets based on when funds are needed—now, soon, and later—to ensure stability, accessible funds, and growth-focused investments.
• The Tax Management Journey®

Products and services

• Financial Planning Comprehensive financial planning service that organizes assets according to short-, mid-, and long-term needs, designs spending strategies balancing income with growth, and reduces market risk for retirement readiness; targeted at pre-retirees, retirees, and families seeking holistic planning.
• Tax Management Year-round proactive tax planning and management service that helps clients avoid liabilities, reduce lifetime and generational tax burdens through Roth conversions, gifting, and income structuring, and minimize Medicare surcharges; delivered in-house by Enrolled Agents and tax professionals.
• Asset Management Individualized, purpose-driven investment management service provided by fiduciaries, offering ongoing portfolio management, goal-based investing including ESG and values-driven funds, and proactive tax-aware investment strategies.
• Legacy Planning Estate and legacy planning service that helps clients build tax-smart estate strategies, create charitable giving or philanthropy plans aligned with client values, and facilitate smooth wealth transitions to loved ones or causes; targeted at individuals and families planning intergenerational transfers.
• Protection Planning Risk protection service covering long-term care, income protection, and survivor strategies, and reducing financial vulnerability during major life changes; provided through licensed insurance specialists.
• Tax Preparation In-house tax preparation service offering individual and joint tax return filing, trust and estate return filing, small business and self-employed tax preparation, amended return corrections, and IRS e-filing support.

Quantifiable outcome

• The Bucket Plan® book was named one of the top financial planning books of 2023 by U.S. News & World Report
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Two partnerships are on record, tiered core and minor.

• Prosperity Capital AdvisorscoreStrategic or Co-development PartnerNational registered investment advisor (RIA) headquartered in Ohio that provides institutional-strength investment solutions, access to large asset managers, strategic operational support, and sophisticated technology solutions. The partnership enables Infinity to offer individualized service combined with institutional resources.
• Innovation Partners LLCminorChannel Partner/ Reseller/ DistributorCatherine Reid is a registered representative of Innovation Partners LLC, a FINRA/SIPC member broker-dealer located in Charlotte, NC. Services offered through Innovation Partners LLC.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• Facet Wealth: Tech-enabled RIA offering flat-fee financial planning and investment management, often with integrated tax services. Comparable to Infinity in comprehensive planning approach but differentiated by digital delivery.

Peers

• Edelman Financial Engines:

Broad incumbents

• Mariner Wealth Advisors: National wealth advisory firm with tax, estate, retirement, and investment management offerings. Similar integrated five-pillar service model and fiduciary positioning as Infinity.
• Carson Group: Coaching and partnership platform for financial advisors offering wealth management, tax, and business consulting. Comparable to Infinity as a coaching/methodology-driven RIA supporting advisor productivity.
• Creative Planning: Large national RIA offering comprehensive wealth management, tax planning, and estate services to individuals and families. Comparable to Infinity in integrated advisory + tax delivery, but at national scale.
• Hightower Advisors: National RIA platform partnering with boutique advisory firms. Directly comparable to Infinity's structure of a local advisory team leveraging a larger RIA (Prosperity Capital Advisors) for institutional resources.
• Focus Financial Partners: Partnership platform for independent RIAs, providing scale, technology, and operational support. Relevant peer to Infinity's relationship with Prosperity Capital Advisors as a partnership model for boutique RIAs.

Regional players

• Wiley Financial Services / Local Independent RIAs in Western NC: Regional wealth advisory firms in the Carolinas/SE U.S. providing retirement, tax, and estate planning. Comparable to Infinity in geographic client base and full-service retirement focus for mass-affluent and HNW clients.

Direct peers

• Northwest Registered Advisor / Sanctuary Wealth Group: Partnership network of high-net-worth RIAs providing institutional resources, compliance, and back-office support. Highly comparable to Infinity in boutique RIA leveraging a national partner for institutional capability.
• Sequoia Financial Group: Mid-sized RIA offering comprehensive wealth, tax, and retirement planning to individuals and families. Comparable in integrated financial planning + tax focus and similar mid-market client orientation.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Infinity Wealth Management