our story
IN·FIN·IT·AS:
1. BEING WITHOUT BOUNDARIES OR LIMITS, UNLIMITED
2. THE STATE OR QUALITY OF BEING INFINITE
After decades of experience in the wealth management business, several Commonwealth financial advisors came together to form Infinitas, a wealth management firm comprised of a team of specialists in Kansas City. Our common goal was to create a better way to plan your financial future. Now combined, our wealth management firm Infinitas, gives clients in 41 states access to the comprehensive range of financial planning services that a large, national house might offer, while maintaining the customized attention and familiar trust that our clients tend to prefer.
With specialties ranging from estate planning to retirement planning to business planning, we create a customized financial plan to help our clients reach their goals. Infinitas offers total wealth management services -- the coordination of various strategies that encompass all phases of your financial life, from the accumulation of assets, to risk management, to tax strategies, to retirement and estate planning. Capitalizing on opportunities to preserve, grow, and transfer your wealth requires the sophisticated guidance of a professional who knows and understands your long-term goals. With a service-first mentality, we put our clients ahead of ourselves in financial planning and in service to our community.
We're committed to delivering solutions tailored to your needs by providing education, coordination, and objective, independent advice to empower you to reach your financial goals and offer you
