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.

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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.

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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.

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Property purchase

Consultation on the purchase of real estate in the United States, tax and legal planning for the sale of houses.

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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.

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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.

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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

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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.