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Our Background & Approach

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We build custom portfolios and offer multiple investment strategies to meet your unique investment goals.

Music Row

55 Music Square E, Nashville, TN 37203

Infinitus Wealth Management

Infinitus Wealth Management is a Nashville-based investment advisory firm providing active portfolio management for individuals, families, and professionals.

 

We build customized investment portfolios designed to grow capital, manage risk, and adapt to changing market conditions.

As an independent fiduciary, our focus is disciplined decision-making, research-driven strategy, and long-term alignment with client objectives.

About

Erik James Roberts

Founder & Chief Investment Officer

Purple Heart medal honoring a decorated U.S. Army combat veteran and Nashville financial advisor
101st Airborne Military Army background of Nashville investment advisor
Wharton School of the University of Pennsylvania MBA held by Nashville financial advisor
Vanderbilt University Nashville education background for financial advisor
Ironman endurance athlete achievement of Nashville wealth management advisor

Erik James Roberts is the Founder and a Chief Investment Officer at Infinitus Wealth Management LLC. Erik graduated with an MBA from the Wharton School, the business school of the University of Pennsylvania and an Ivy League institution currently ranked the #1 MBA program and the #1 finance program in the world. Erik also attended Vanderbilt's Owen Graduate School of Business and Youngstown State University, majoring in finance. Erik specializes in investment analysis using fundamental research, portfolio construction and management, strategic planning, and disciplined risk management.

Erik Began his career by serving in the U.S. Army in the 101st Airborne as an infantryman during the invasion of Iraq in 2003. Erik then led a Recon Infantry team before being severely wounded in combat and received a Purple Heart Medal. After the military, Erik found his passion for investing at the Wall Street Warfighters Foundation and gained extensive experience working as a financial advisor for Merrill Lynch and Edward Jones Investments and as an Equity Research Analyst at Thompson Research Group.

During Erik's military service, an explosion in Baghdad completely severed his femur, and he was given only a 10% chance to keep his leg. After 14 surgeries, Erik's surgeons told him that he would never run again, but he vowed on CNN to one day run a marathon. After severe muscle loss and nerve damage, Erik fought to keep his leg. His determination not to give up but to succeed enabled him to run multiple marathons and later complete a 140-mile Ironman triathlon. Erik continues to embody that same level of dedication and focus as he works with clients to help them achieve their financial goals.​​

Professional Nashville financial advisor providing personalized wealth management services

Advisory Board

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Trust & Transparency

Dedicated to Your Financial Success

Capital preservation and portfolio risk management from a Nashville financial advisor

Independent
Fiduciary

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Clear Performance Reporting

Investment growth strategy and portfolio management from a Nashville wealth advisor

Disciplined Investment Process

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Fee-Only,
No Commissions

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Schedule a Private Portfolio Consultation

For investors seeking disciplined portfolio management,

tactical asset allocation, and long-term capital stewardship.

Confidential discussion

No Obligation

Direct conversation with Founder & Chief Investment Officer

Fees

We accept zero commissions and act as a fiduciary, mandated by law and ethically bound to put our clients' interests first in everything we do. Our fee is based on Assets Under Management, so we do well when you do well.

Asset protection and secure portfolio management from a Nashville financial advisor

No Performance Fees

We charge no performance fees. Our simple and straightforward Assets Under Management fee allows our advisors to focus on achieving our clients' goals. 

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No Commissions

We charge no commissions on buying and selling investments, so our interests are completely aligned as we grow and protect your accounts.

Investment portfolio analysis and financial planning from a Nashville financial advisor

No Financial Planning Costs

A complimentary and comprehensive financial plan is available to all clients of Infinitus Wealth Management.

Fees charged for our asset management services are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, and the total amount of assets under management for the client.  

Assets Under Management

Less than $1,000,000

$1,000,000 to $4,999,999.99

$5,000,000 to $9,999,999.99

$10,000,000 or more

 Annual Fee Rate 

1.00%

0.95%

0.90%

0.80%

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BALANCED GROWTH EQUITY STRATEGY

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LARGE-CAP GROWTH EQUITY STRATEGY

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STABLE VALUE EQUITY STRATEGY

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PRIVATE COMPANIES INVESTMENT STRATEGY

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TECHNOLOGY-FOCUSED GROWTH STRATEGY

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GLOBAL OPPORTUNITIES EQUITY STRATEGY

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TAX-EXEMPT MUNICIPAL BOND STRATEGY

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INTERNATIONAL EQUITY STRATEGY

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RISK-CONTROLLED GROWTH STRATEGY

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DIVIDEND INCOME GROWTH STRATEGY

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GLOBAL BONDS

STRATEGY

Santorini

SMALL- & MID-CAP GROWTH STRATEGY

Investment Newsletter

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Active & Personalized Portfolio Management

Dynamic, client-specific portfolios that rely on deep research and active decisions to drive superior outcomes. We provide continuous active management—monitoring markets, reassessing positions, and making timely adjustments to help maximize results.

Stock market performance and portfolio analysis by a Nashville financial advisor
Bull market investment strategy and growth investing from a Nashville wealth management advisor
Long-term wealth growth and compounding investment strategy from a Nashville financial advisor

Growth & Capital Appreciation

We design portfolios focused on growing your wealth over time. By emphasizing quality businesses, durable trends, and disciplined risk controls, we seek strong long‑term capital appreciation while helping you stay invested through market cycles.

Long-term capital appreciation and portfolio growth strategy from a Nashville investment advisor

Tactical Asset Allocation

Markets move through cycles, and we adjust. We shift exposures across asset classes, sectors, and styles when the data supports it, aiming to reduce downside risk while positioning your portfolio to benefit from new opportunities.

Investment strategy leadership and disciplined portfolio management from a Nashville wealth advisor
Strategic portfolio management and tactical asset allocation from a Nashville financial advisor
Global investment strategy and international portfolio diversification from a Nashville financial advisor

Market Research

& Insights

We conduct in-depth, data-driven market research to guide every investment decision.We analyze macro trends, sectors, and individual securities—then distill that work into clear, actionable insights for your portfolio.

Investment research and disciplined portfolio strategy from a Nashville wealth management advisor
Interest rates and investment returns strategy from a Nashville financial advisor

Tax‑Efficient

Investing

We integrate tax considerations directly into portfolio management—managing distributions, realizing gains strategically, and optimizing account placement to improve after‑tax performance and keep more of your returns compounding.

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Capital preservation and asset protection strategy from a Nashville financial advisor

Capital Preservation & Risk Management

Preserving capital is foundational to our approach. We combine diversified allocations, clear risk limits, and continuous active management to protect your wealth through different market environments.

Long-term wealth accumulation and portfolio growth from a Nashville investment advisor
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