Infiniti Wealth Management

EST. AUM
$187,437,448

CONTACTS

CLIENT ACCOUNTS
564

Firm Details

Metro area New York City
CRD Number 127216
Website iwmria.com
Client types

Overview

Durante & Waters, LLC (primarily doing business as Infiniti Wealth Management) is an independent, SEC-registered investment adviser (RIA) headquartered in Brewster, New York, founded in June 2003 by George Waters and Michael Durante. Operating under a strict fee-only fiduciary mandate, the firm provides individualized wealth stewardship and comprehensive financial planning services tailored to individuals, high-net-worth households, trusts, and small business accounts. Their core investment philosophy focuses on creating conservative, cost-effective, and tax-efficient portfolio frameworks built systematically around explicit life transitions and milestone horizons rather than short-term market timing. The firm leverages global asset diversification models composed primarily of high-quality equities, individual fixed-income instruments, certificates of deposit, low-cost mutual funds, and exchange-traded funds (ETFs).

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Infiniti Wealth Management

Platform Details

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