Introducing: Private Wealth Management
We’re proud to announce the launch of Infinity Private Wealth, a new extension of Infinity Capital Partners created to serve clients beyond the transaction and into the next chapter of wealth stewardship.
by Bryan Vahlberg, co-Founder & Managing Partner
A decade ago this year, we began building Infinity Capital Partners to be a trusted advisor to our clients at their most pivotal life moments. Business transactions are, after all, deeply personal experiences that often have a profound impact on the lives of the founders and families we serve. Too often, however, we’re not part of the conversation about what comes next or how clients plan to make the outcome last. For that reason, we’re proud to introduce Infinity Private Wealth — a private wealth management platform built to serve the unique financial needs of business owners and their families.
By integrating private wealth management into our investment banking process, we can now help clients make decisions with greater confidence—before, during, and long after a transaction. This is about being truly in the trenches with our clients and helping them shape not just outcomes, but enduring legacies.
We recognized that delivering a private wealth offering equal to our best-in-class investment banking practice would require exceptional leadership and expertise. That’s why we’re proud to welcome Brad Wallace as co-Founder and Chief Investment Officer of Infinity Private Wealth.
As Chief Investment Officer of Infinity Private Wealth, Brad leads the firm’s investment strategy, advisory platform, and client relationships. He brings deep experience advising high-net-worth families and business owners through complex planning decisions, including liquidity events and multi-generational wealth strategies.
Prior to co-founding Infinity Private Wealth, Brad served as Chief Investment Officer of a $700M+ wealth management division of a nationally chartered bank.
Read more about Brad’s background here.
by Brad Wallace, co-Founder & Chief Investment Officer
Infinity Private Wealth was built for successful individuals and families who have created multigenerational wealth through decades of sacrifice and dedication — and who are now navigating what is often the most significant transition of their lives, financially, psychologically, and emotionally. Our role is not just to manage capital, but to be in the trenches with our clients as a trusted partner through complexity and change: simplifying decisions, reducing the burden that wealth can bring, removing friction, and ultimately providing peace of mind.
Personally, I’m so grateful and excited to partner with a team of ambitious, hard-working professionals who will not compromise on their commitment to excellence. For me, Infinity Private Wealth’s independent, fiduciary, open-architecture platform means that our only bias is to do what is right for our clients. I believe this independence is a real advantage, because who we work for matters. As entrepreneurs ourselves, we only work for our clients - if we don’t provide real value then we don’t provide for our own families. Not only are we in the trenches with our clients, but we have skin in the game every step of the way. I’m proud of that differentiator.
2026 Market Outlook: Navigating the Next Chapter
What’s changed—and what hasn’t—as we head into 2026? In our 2026 Market Outlook, Brad Wallace, breaks down the economy, markets, and investment fundamentals shaping the year ahead.
Read the Outlook here:
