Business Details
Your Trusted Partner for Financial Advisory and Wealth Management Solutions
Infinity Financial Services is a national hybrid broker-dealer and registered investment advisory firm dedicated to empowering financial advisors through innovative technology and comprehensive support solutions. Our platform enables advisors to focus on client relationships while we handle operational complexities, offering streamlined back-office services, secure digital tools, and personalized practice management. With expertise in facilitating advisor transitions from wirehouses to independence, we provide tailored solutions for regional advisors and independent representatives nationwide. Our commitment to cutting-edge technology ensures seamless client interactions through digital signatures, remote meetings, and advanced portfolio analytics.Backed by decades of industry experience, we maintain a secure, cloud-based infrastructure that prioritizes data protection and regulatory compliance. Our team of financial professionals delivers specialized expertise in wealth management, risk assessment, and market strategy, establishing us as a trusted partner in the financial services sector. We demonstrate authoritativeness through our robust network of advisors and proven track record in optimizing financial practices. Our transparent approach to portfolio reporting and client communication underscores our commitment to ethical standards and client-centric service, ensuring reliability and trust in all our operations.
Services
Asset Management
Brokerage Services
Insurance Solutions
Financial Planning
Risk Management
Advisor Transition
Practice Management
Digital Signatures
Portfolio Analytics
Wealth Management
Highlights and features
- We provide secure digital tools for remote client management and digital signatures.
- Our platform offers advanced portfolio analytics and reporting capabilities.
- We specialize in advisor transition services from wirehouses to independence.
- Our hybrid RIA and broker-dealer model supports customized practice management.
- We maintain a robust cloud-based infrastructure for data security and compliance.
Services
Asset Management
Our asset management services help financial advisors optimize client portfolios through strategic investment planning and market analysis. We provide access to diversified investment products and real-time performance tracking tools. Our solutions focus on long-term wealth growth while maintaining risk-adjusted returns tailored to individual client goals.
Advisor Transition
We specialize in facilitating smooth transitions for financial advisors moving from wirehouses to independent models. Our comprehensive support includes regulatory compliance guidance, client communication strategies, and technology integration. We ensure minimal disruption to client relationships while establishing new practice infrastructure.
Digital Signatures
Our integrated digital signature platform enables secure document execution through Docupace technology. Advisors can efficiently manage client agreements, investment documents, and compliance forms electronically. This solution enhances operational efficiency while maintaining strict security protocols for sensitive financial information.
Portfolio Analytics
We provide advanced portfolio analytics tools that deliver comprehensive performance insights and risk assessments. Advisors can generate customized reports demonstrating investment strategies and client-specific outcomes. Our analytics platform supports data-driven decision-making and transparent client communication.
Practice Management
Our practice management solutions offer operational infrastructure for independent financial advisors. Services include compliance support, technology integration, and business development resources. We help advisors streamline administrative tasks while focusing on client acquisition and service delivery.
People
Gregory B. Gilbert
President and CEO
Gregory B. Gilbert, CFP(r), leads Infinity Financial Services with over 25 years of experience in financial services. He specializes in advisor transitions and practice management solutions, helping professionals establish independent wealth management practices through innovative technology and personalized support.
Questions
What financial services do you offer advisors?
We provide asset management, brokerage, insurance, risk management, and practice support services for financial advisors.
How do you help advisors transition to independence?
We offer complete transition packages including compliance guidance, technology integration, and business infrastructure setup for wirehouse advisors.
What technology platforms do you use?
Our platform includes Docupace integration for digital signatures, portfolio analytics tools, and secure cloud-based document management systems.
Can I maintain hybrid business models?
Yes, we support hybrid RIA and broker-dealer models with customizable solutions for both independent and registered advisors.
How do you ensure client data security?
We use enterprise-grade encryption, secure cloud infrastructure, and compliance-focused protocols to protect all client information and communications.
What support exists for new advisors?
We provide business development resources, technology training, and ongoing operational support for advisors establishing independent practices.
