PRIVATE WEALTH
A More Intentional Approach to
Lasting Wealth
Infinity Private Wealth was created for successful families and business owners who want more than traditional investment advice. We bring together investment management, estate planning, tax strategy, and liquidity planning into one integrated approach — ensuring every decision works in harmony to grow, protect, and preserve your wealth across generations.
An Integrated Approach, Purposefully Built
Infinity Private Wealth was founded to give successful families and business owners a more intentional alternative—one where investment management, estate planning, and liquidity strategies work in concert to build lasting, multi-generational wealth.
Infinity Private Wealth is an independent, fee-only wealth management firm providing highly personalized advisory services to high-net-worth and ultra-high-net-worth individuals and families. Our independence allows us to deliver objective guidance, free from product incentives or conflicts of interest.
OUR PHILOSOPHY & VALUES
Core Principles That Shape Our Investment Philosophy
At Infinity Private Wealth, we believe lasting wealth is the result of prudence, perspective, and stewardship. Many of our clients have already created wealth through their own enterprises. Our role is to help preserve and thoughtfully grow what they’ve built—ensuring it continues to serve their families, their legacy, and their broader purpose.
Prudence
Perspective
Stewardship
WHAT WE DO
Comprehensive Wealth Advisory
We provide comprehensive advisory services designed to simplify complexity, align decisions across disciplines, and help ensure your wealth supports both today and future generations.
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Comprehensive Cash Flow Modeling: Project income and expenses as well as investment inflows or outflows, ensuring lifestyle sustainability.
Liquidity Management: Structure funding buckets that ensure sufficient short-term reserves available to fund near-term goals.
Tax-efficient Funding Strategies: Strategically coordinate withdrawals and distributions from taxable or qualified accounts to minimize tax drag.
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Personalized Investment Policy Design: Establish customized Investment Policy that aligns strategy with goals, time horizon and risk tolerance.
Thoughtful Diversification: Utilize unbiased, open-architecture investment platform to develop thoughtfully diversified asset allocation plan.
Active Management: Ongoing monitoring and rebalancing, managing risk and capitalizing on market dislocations.
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Estate Plan Integration: Coordinate with attorneys to structure and implement trusts, wills and beneficiary designations
Wealth Transfer: Develop and employ gifting strategies, using charitable giving strategies and other estate planning tools
Family Governance: Facilitate family meetings and education to encourage stewardship of wealth across generations.
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Holistic Risk Analysis: Identify personal, business, market and legacy risks that could impact long-term wealth preservation.
Insurance Review: Evaluate gaps in insurance needs and coordinate with advisers to ensure proper protection.
Asset Protection: Coordinate with attorneys to advise on legal entity use, asset titling and trust strategies to limit creditor/litigation exposure.
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Philanthropic Plan Design: Align charitable intent with tax-efficient giving vehicles such as DAFs, CRT/CLTs, or private foundations.
Impact Planning: Integrate and communicate philanthropic goals into family mission and estate planning objectives.
Tax Optimization: Facilitate timing and type of charitable gifts, such as appreciate assets or planned giving to maximize tax-efficiency.
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Succession and Exit Planning: Educate and advise on transition options.
Valuation and Capital Structure Guidance: Evaluate business value, understand liquidity options and financing strategies.
Investment Bank Coordination: Work with investment banking team to ensure alignment between business and personal wealth objectives.
OUR TEAM
Experience Behind the Strategy
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Brad Wallace, CFA®
Chief Investment Officer
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Bryan Vahlberg
Managing Partner
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Oliver Scheerhorn
Associate
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Joy Parduhn
Senior Operations Consultant
OUR PROCESS
A Disciplined, Evidence-Based Process
Our investment process is structured, objective, and intentionally designed to remove emotion from decision-making. Each portfolio is a customized reflection of purpose and priorities—not a reaction to market noise.
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We begin by understanding the story behind the wealth — your ambitions, values, liquidity needs, family objectives, and philanthropic intent. This ensures every portfolio is anchored to purpose.
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Together, we craft a formal Investment Policy Statement (IPS) that defines allocation targets, risk parameters, and decision-making rules. This document provides clarity and discipline across market environments.
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We construct globally diversified portfolios built on long-term capital market assumptions and empirical data. Every allocation is designed with a risk-first mindset, ensuring resilience before return.
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Portfolios are implemented with precision and monitored continuously against objectives, risk parameters, and changing client circumstances. Rebalancing is disciplined and opportunistic — never driven by noise or fear.
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We see our role as long-term stewards of capital — accountable for both performance and peace of mind. Through clear communication and collaboration with your tax, legal, and estate professionals, we ensure your plan remains aligned with life’s evolving chapters.
Let’s Discuss the Next Chapter of Your Business
Whether you’re actively planning an ownership transition or just starting to explore your options, our team is here to help.
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Website
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