Infinity Wealth Management
Diversification and globalization of asset allocation
Asset value-added, wealth security, and privacy
Children study abroad, wealth is inherited in future generations
InfinityWealth Group
Our business and services
Investment strategy
Based on customer needs, analyze and recommend various US financial instruments: stocks, funds, bonds, alternative investments, structured investments, private equity, insurance investments, annuity investments, etc.
Tax planning
American personal tax reporting and tax planning, establishment of American companies and corporate tax planning. Tax planning in personal and corporate financial accounts.
Insurance consulting
Selection and planning of US medical insurance, life insurance, and insurance for serious diseases and chronic diseases. Various insurance designs: wealth inheritance, tax-free investment, insurance trust, etc.
Property purchase
Consultation on the purchase of real estate in the United States, tax and legal planning for the sale of houses.
Children's education
Children apply to American junior high schools, high schools and universities. Children's university bursary application consultation. Children's university professional selection consultation, extracurricular internship planning, employment guidance and retention status planning consultation.
Immigration
Analysis of US immigration strategies and programs. Asset planning before, during and after going to the United States. Establishment and maintenance of various trusts.
For American residents
Family planning
Family tax planning
Real estate and loans
Children's University Education Cost Planning
American Family Retirement Plan
American Investment Planning
American Family Protection
Wealth inheritance and heritage planning
Overseas asset declarations and gifts
For overseas residents
Asset allocation necessity
Hedding tool
Asset liquidity
Asset holding and inheritance
Potential tax risks
For New immigrants
Overseas asset transfer strategy
Selection and application of medical care, social security benefits
University application and bursary application strategies
Financial audit and tax planning
Investment strategy, retirement planning, heritage planning
Establishment and maintenance of family trust
Infinity Together with more than 50 financial planners, insurance planners, certified public accountants, lawyers, and more than 200 financial institutions working in the United States, is committed to doing
“The best asset allocation expert ”
Provide professional one-stop financial, insurance, and tax consulting services.
Infinity Wealth management
Infinity Wealth Management Group was established in 2015 and is composed of more than 50 independent US financial planners, insurance planners, certified public accountants, heritage planners, corporate lawyers, immigration lawyers, and real estate investment consultants.
Company Vision
Infinity Wealth Management is dedicated to being the best overseas asset allocation expert “ for customers ”, focusing on creating specialized one-stop financial, tax, and legal services.
Company goals
By providing specialized consulting services, Infinity has always aimed at customers to optimize asset allocation, value-added value-added wealth, and inheritance of wealth. Committed to providing customers with the most professional overseas investment advice, product selection and risk control services, cross-border investment for global high-net-worth Chinese layout, and planning wealth life.
Company culture
Honestly responsible, professional high standards, customer first.
Work with customers, employees, and shareholders to realize noble, rich, and happy life dreams.
Infinity recent activities
2022 NorthStar Team Las Vegas Convention
2022 NorthStar Team Las Vegas Convention
2022 NorthStar Team Las Vegas Convention