How did our financial lives get so complicated? How do we plan so our wealth will last a lifetime and is passed on to our families with confidence?. While many firms prepare individual and business tax returns, we distinguish ourselves by ensuring that your taxes are positioned as advantageously as possible.
With over 10 years of experience, we've gotten the best education possible to increase our understating of the company 401K Plan and many other tax-deferred accounts. Our mission is "To build lifetime relationships and peace of mind retirement for you today and your family tomorrow." To receive this designation, the individual must complete a certification and training process created by NACFF and The American Financial Education Alliance.
With over 10 years of experience, we've gotten the best education possible to increase our understating of the company 401K Plan and many other tax-deferred accounts. Our mission is "To build lifetime relationships and peace of mind retirement for you today and your family tomorrow." To receive this designation, the individual must complete a certification and training process created by NACFF and The American Financial Education Alliance.
Services
Glen Pier is a comprehensive wealth manager specializing in working with professionals and retirees. As an independent advisor, he has helped clients with wealth management, tax planning, insurance and advanced estate planning for many years. Glen empowers his clients to make smart decisions with their money allowing them to focus on what's really important.
From the very beginning, I was guided by one single burning goal - to be the very best comprehensive wealth management firm. I wanted to bring together the finest professionals in all areas of retirement and financial planning. That way, whether it's investments, tax, legal and/or insurance advice you need - we can help empower you to make smart decisions with your money.
Glen Pier is the President for the Asheville Chapter of The American Financial Educational Alliance (AFEA). He teaches many of their classes at local libraries and colleges. As an IRS approved 501(c)(3) non-profit organization, AFEA's mission is to inform and empower Americans to take control of their finances by providing comprehensive financial education in communities nationwide.
We do financial planning a little differently. We collaborate with our clients to empower them to make smart choices with their money. We do this by building a lifetime roadmap that can be used to help them make all the important decisions in retirement. Whether its related to investments, taxation, income, insurance or wills/trusts, our clients are confident they are being guided in the right direction.
At Infinity Wealth Management, we do taxes. Even more importantly, we distinguish ourselves by doing tax planning. Throughout the year, we work with you to offer planning strategies that consider your entire tax and investment picture. Proactively managing your yearly tax strategy ensures you're taking full advantage of all of the ever changing tax laws and deductions, which ultimately reduces your overall tax burden both now AND in the future.
Reviews (10)
Cynthia Zimmerman
Jan 04, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
Infinity has done such a great job on my taxes. They are thorough, responsive and prompt me with questions to ensure I take advantage of all available deductions. In addition, they allow me to upload my documents to a secure platform so I know my information is safe. I highly recommend IWM. You won't be disappointed.
Infinity has done such a great job on my taxes. They are thorough, responsive and prompt me with questions to ensure I take advantage of all available deductions. In addition, they allow me to upload my documents to a secure platform so I know my information is safe. I highly recommend IWM. You won't be disappointed.
Terry Ketcham
Dec 18, 2021
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I have been a client of infinity Wealth Management for over 15 years and have been extremely happy with the guidance and expertise they have provided me over the years. The advice and investments they recommended have played a huge part in the secure living style Im experiencing today. The staff is most helpful with any questions or concerns I’ve in the past and always seem to be looking out for my well being. A big thanks to you all for being so helpful.
Dolly Magarik
Nov 04, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
We have been super pleased with the services and our interactions with all the personnel at Infinity. We are not 'savy' in dealing with investments and have found the direction and assistance offered to be particularly helpful to us. Having our taxes prepared at Infinity has also been an excellent experience.
We have been super pleased with the services and our interactions with all the personnel at Infinity. We are not 'savy' in dealing with investments and have found the direction and assistance offered to be particularly helpful to us. Having our taxes prepared at Infinity has also been an excellent experience.
Denise Hayes
Oct 13, 2021
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Infinity far outshines the big financial companies that we've dealt with in the past. Glen and staff are fiduciaries who provide comprehensive estate and retirement strategies for all stages of life. Coupled with the tax preparation team, they provide a complete financial plan to meet your lifestyle. Glen meets regularly with us to plan for our full retirement income stream and we adjust where needed. Impressively, Glen refused to accept us as a client unless we could strategize to make our money last until we both lived to be 100 yrs old. He said he wanted to be able to sleep at night knowing
Jon Boyd
Sep 05, 2021
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Glen at Infinity Wealth Management is fantastic! He built a retirement plan for us that is great. Recently we needed to change some parts of our plan and we talked to Glen and he said sure you can change that your plan is very flexible . He built into the plan flexibility so we were able to make the changes and still keep the main part of our plan intact. We also have Glen's tax department do our tax returns every year. It us very handy to have all of our financial information in one place. We are very happy having Glen handle our financial life.
Konrad Kestering
Aug 19, 2021
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I have been with Infinity Wealth Management for about 4 years. I met Glen while attending a few of his free seminars on investment and retirement planning. I was and continue to be greatly impressed by Glen’s energy and passion for investment management as well as his always up-to-date knowledge regarding all aspects of investments and retirement. As a result of our first couple of meetings, he produced a comprehensive retirement income plan tailored to my financial situation at the time and my future financial needs. We then invested the funds accordingly and I could not be happier with the
Palmer Morris
Aug 15, 2021
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Have used Infinity Wealth Management, Glen Pier as we moved into retirement. We have found them knowledgeable and easy to work with. They listened to us and did a good job of understanding our goals and position. The staff is great, friendly, and accommodating. Found them to be a better fit than a larger national company we were using previously. We highly recommend Infinity Wealth Management.
Dan Gurley
Jul 28, 2021
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My wife and I have been using the tax and investment services of Infinity Wealth Management since early 2019. I would characterize the experience so far as "hands on with benefits". We actually see and talk to person controlling our investments. I can say with confidence that we are kept well informed with the latest IRS tax laws and Financial strageties by Glen and his exceptionally well trained and profession staff, We are planning to stay with Infinity Wealth Management through our retirement.
Bennett Lincoff
Jul 22, 2021
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I’ve been a client of Glen Pier and Infinity Wealth Management since 2018. Glen has provided me with well informed, thoughtful, personalized financial guidance based on an assessment of my assets and current needs - as I enter retirement - and my desire for ongoing security. Glen and all his team I’ve worked with are highly knowledgeable, skilled communicators, who clearly present and explain the advantages and possible disadvantages of the various options available to me, especially relating to tax-wise investing, and retirement planning in an evolving and uncertain economic environment. Their
Judy Adams
Jul 18, 2021
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I have been a client of Infinity Wealth Management, Inc. for more than eight years. I began as a tax client with my 2012 personal income tax return and expanded to using the Financial Management services the next year and estate planning services within the next couple of years. I lived in Asheville, NC when I first started with Infinity Wealth Management, Inc. and continued my association with this company even when I moved to Durham, NC in 2016 through the current time.
Every member of Infinity Wealth Management, Inc. is well educated, professional, considerate, friendly and interested in helping
Every member of Infinity Wealth Management, Inc. is well educated, professional, considerate, friendly and interested in helping
