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INFINEX WEALTH SOLUTIONS
4 Core Areas of Support:
Advisory Solutions & WealthSelect
Equity & Fixed Income
Insurance | Trust
Infinex Wealth Solutions provides four core areas of support, each with a sales team focused on helping our financial professionals drive more business and deliver clients the experience needed to accumulate, preserve and maximize their wealth potential.
Infinex Wealth Solutions goes beyond just sophisticated product offerings. Our support team’s client-centered approach enhances the client experience, assisting in successfully gathering and managing more assets. To streamline and strengthen the level of support your program receives, the Wealth Solutions team has
four divisions, each with their own group of experts. Individually and collaboratively, these divisions look forward to helping you drive business and reach your wealth solutions goals.
BRINGING WALL STREET TO MAIN STREET...
In addition to offering fee-based portfolios through WealthSelect, the Infinex Advisory Services group becomes an extension of the financial professional's investment team. This group helps financial professionals identify new opportunities, assists with case design, supports the sales process, and offers direct access between the portfolio managers and end-clients during the review phase. The Advisory Services team is a strong advocate of a fee-based business model and works closely with advisors and institutions to foster the growth of this line of business during a constantly changing regulatory environment.
The Infinex Equity & Fixed Income team works closely with both financial professionals and end-clients to educate and facilitate their transactions in the equity and bond markets. From the simplest trade, to the most complicated of strategies, this innovative and experienced group partners with you and your clients to help achieve short and long-term objectives. The Fixed Income Desk can also work directly with financial institutions, assisting them with their own portfolios.
The Infinex Insurance team serves as the central point of contact for all of your insurance needs related to Life, Long Term Care and Disability. Life Insurance can be an overwhelming and time consuming aspect of your business. As such, our support team is dedicated to relieving the stress associated with Life Insurance and showcasing the value it can provide when growing an financial professional's or licensed branch employee’s practice. Our team provides a wide-range of case design support and product recommendations from simplified issue term to estate and wealth transfer strategies. Your entire team can benefit from the timely assistance, approachable demeanor and dedicated support of the Infinex Insurance division.
Infinex’s Trust team has the experience that both you and your clients can count on when building an estate and financial plan to maximize long-term wealth potential. Our team is here to guide you every step of the way, ensuring that the goals you have collaboratively established for your clients, their families and their heirs are met. Infinex’s Trust team expertly serves personal trust, corporate trusts, living trusts, life insurance trusts, specialty trusts, IRA rollover trusts, charitable remainder trusts, and more. Trust services provided through National Advisors Trust, an unaffiliated third party.