Infiniti Wealth Management

Overview

Founded in 2003 and based in Brewster, New York, Infiniti Wealth Management was established as a registered investment adviser to serve private clients across the Hudson Valley and adjacent Connecticut suburbs. The firm is structured around integrated wealth advisory — combining financial planning, estate coordination, and discretionary portfolio management. Its location in Putnam County positions it between the New York City metropolitan area and upstate New York, a corridor populated by senior professionals and retired executives who frequently require consolidated management of rollover IRAs, trust assets, and taxable brokerage accounts. The firm’s service model emphasizes direct portfolio oversight rather than outsourced sub-advisory relationships. Core offerings include individual securities management, fixed-income laddering, and mutual fund or ETF allocation strategies designed to match specific client liquidity needs and tax circumstances. Infiniti’s typical engagements span retirement income planning, multi-generational trust administration, and small-business owner exit planning. Geographic focus centers on the lower Hudson Valley and western Connecticut, though the firm’s SEC registration as an RIA permits multi-state client relationships. With over 20 years of continuous operation, Infiniti has navigated the 2008 financial crisis, the shift from commission-based to fee-based advice, and the rise of automated platforms without transitioning to a robo-advisory model. The firm remains a boutique practice, deliberately maintaining a client base small enough to allow individual portfolio customization. Its ADV filings describe a straightforward fee structure based on assets under management — a contrast to the bundled product-sale model common in bank-affiliated wealth channels. Infiniti’s structural distinction lies in its independence. The firm owns no proprietary investment products, accepts no third-party commission sharing on fund placements, and makes no markets. This architecture places it among the minority of US RIA firms that operate without broker-dealer affiliation, eliminating the disclosure burden and channel conflicts that accompany dually registered practices. INFINITI WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-02-06, it reported 5 employees; 564 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.