Updated:
INFINITY WEALTH COUNSEL, LLC
Infinity Wealth Counsel is a Cincinnati-based financial advisory firm dedicated to delivering investment and financial planning solutions that fit clients'...
Overview
Infinity Wealth Counsel is a Cincinnati-based financial advisory firm dedicated to delivering investment and financial planning solutions that fit clients' wealth journeys. It is a family-owned financial advisory team with a client-centric approach that creates investment plans tailored to specific goals rather than investment products. The firm offers services across life stages including financial planning, investment management, retirement planning, estate planning, legacy planning, and charitable planning.
General information
Firm type
RIA
Location
City
Cincinnati
Principals
Matt Oberholzer
Financial Planner, Certified Financial Planner
Chris Oberholzer
Founder, Certified Financial Planner
Carol Oberholzer
Operations Manager
Jess Reese
Client Service Representative
Frequently asked questions
Does Infinity Wealth Counsel participate in fund commitments or only direct deals?
The firm's investment approach is undisclosed. Without public portfolio or partnership data, it is not possible to determine whether it engages in fund commitments, direct deals, or a combination.
What investment stages does Infinity Wealth Counsel typically target?
No information exists in public records regarding the firm's target investment stages. The absence of disclosed portfolio companies or deal history leaves this question unanswered.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research INFINITY WEALTH COUNSEL, LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.