Investment Strategies · Infinitus Wealth Management
Wealth Management for Veteran Business Owners & Founders Selling Their Company
Investment management in Nashville
Built by a Purple Heart veteran who founded his own SDVOSB — custom portfolios of individual stocks and bonds for veteran founders before, during, and after the sale of their company. Nashville-based, serving veterans nationwide.
Strategy designed and managed by Erik James Roberts, MBA — Founder & Chief Investment Officer, Infinitus Wealth Management. Wharton MBA · Fee-only fiduciary.
Purple Heart Veteran-Built · SDVOSB Certified · Wharton MBA · Fee-Only Fiduciary ·
⎯ The Transition
Wealth Management for Veteran Founders, From a Veteran Founder
You built a company the same way you served — with discipline, accountability, and people counting on you. When the time comes to sell it, the capital that comes out of that sale deserves the same standard. Infinitus Wealth Management provides wealth management for veteran business owners before, during, and after the exit — from a firm that is itself veteran-built and SDVOSB certified.
Most advisory firms that market to veterans are civilian firms with a veterans page. This one is different in kind: Infinitus was founded and is led by a Purple Heart combat-wounded veteran of the U.S. Army’s 101st Airborne Division who went on to earn a Wharton MBA, work in wealth advisory, and build this company from zero—while also owning and operating a second business. When you sit across from your advisor here, you are sitting across from a veteran founder who has carried a rifle on multiple combat deployments, including fighting for Baghdad during the invasion of Iraq, and now manages a successful business. That is not a marketing angle. It is the firm’s origin story, and it is why veteran business owners are a client segment we serve by design rather than by accident.
⎯ The Why
The Only Wealth Firm That's Been in Your Formation
Erik James Roberts was in high school when the towers fell on September 11, 2001—and he knew that day that he must serve his nation. He left for the Army immediately after graduation, determined to serve on the front lines, and he got there: he served on multiple combat deployments as an infantryman in the 101st Airborne, including during the invasion of Iraq, and later became the leader of a recon infantry team, until an explosion severed his femur and left him with a 10% chance of keeping his leg. He kept the leg, earned the Purple Heart, and found his next mission through the Wall Street Warfighters Foundation, which introduced wounded veterans to careers in finance. From there, he spent many years in wealth management, earned a Wharton MBA, and founded Infinitus Wealth Management—an independent, fee-only fiduciary RIA that is certified as a Service-Disabled Veteran-Owned Small Business and registered in SAM.gov, operating in the same federal ecosystem many of our veteran clients built their companies in.
That last detail matters more than it might appear. When you tell us your revenue is concentrated in two contract vehicles, that your recompete is eighteen months out, or that a buyer is asking how much of your pipeline is set-aside dependent—you will not have to explain what any of that means. We speak NAICS codes, past performance, and teaming agreements because we live in that world too. Advisory relationships run on translation costs, and here they are close to zero.
⎯ The Who
Who This Page Is For
We work with veteran founders across the arc of ownership: SDVOSB and VOSB owners in government contracting — services, IT, logistics, construction, professional services; veteran entrepreneurs in the commercial economy, from franchises and trades to technology and healthcare; and veteran executives and families whose wealth came from equity in companies they helped build. The common thread is a specific financial moment: the years surrounding the sale of a business, when a lifetime of illiquid, concentrated ownership converts into personal capital that must now do a different job entirely.
⎯ The Preparation
Before the Sale: Negotiating From Strength
The best exits are built years before the letter of intent. Founders who arrive at a negotiation with a strong personal balance sheet — capital already growing outside the company, personal liquidity established, family needs funded independently of the deal — negotiate differently, because they do not need this deal. Our pre-exit work with veteran founders focuses on exactly that: systematically building the personal portfolio alongside the business, reducing the household's total concentration in a single company, and pressure-testing the founder's number — the after-tax proceeds that would genuinely fund the next chapter — against realistic valuations rather than hopeful ones.
For government contractors, pre-exit planning has an added dimension: buyers price SDVOSB-dependent revenue differently, because set-aside eligibility generally does not survive a sale to a non-veteran acquirer. Understanding how much of your enterprise value rides on certification — and diversifying the contract base where it strengthens the story — is a conversation we can have fluently, in coordination with your M&A advisor. If you want to see how acquirers actually build a price, our founder's guide to how private equity values your business walks through the math buyers run before they ever call you.
⎯ The Deal
During the Deal: The Window Everyone Wastes
The stretch between LOI and closing is consumed by diligence, and most founders let the personal side wait. That window is precisely when the personal plan should be built: mapping where proceeds land, how the payout structure — cash at close, escrows, earnouts, any rolled equity — translates into a personal liquidity timeline, how many years of family spending should be secured in short-duration assets before a dollar takes market risk, and how the investment plan coordinates with the tax and estate work your CPA and attorney are running in parallel. We build the portfolio plan during diligence so that when the wire lands, deployment begins on schedule instead of sitting in cash while everyone catches their breath. Structuring the deal itself and its tax treatment remain your attorney's and CPA's domain; our job is to make sure the capital has somewhere intelligent to go the moment it arrives.
⎯ The Next Objective
After the Sale: Capital With a Mission
The day after closing, a founder's financial life inverts. For years, the business was the engine and the portfolio was an afterthought; now the portfolio is the engine — of family income, of the next venture, of the legacy. Our post-exit construction follows a discipline veteran founders tend to recognize immediately, because it works the way a good operations plan works.
In practice: near-term family spending is secured first in high-quality, short-duration assets, so no market environment can force a bad decision. Income needs are then engineered through positions selected to produce it — dividend-growth equities and directly held bonds generating cash flow the family can see on the statement. The growth engine comes last and largest: equity strategies built to compound capital over decades, because most founders' real objective is not preservation alone but building the family's next asset — the one that outlives them. Every position is an individual security you directly own, with active, research-driven management and full transparency down to the line item — the same visibility you demanded from your own P&L.
And for founders who miss owning things — most do — our Private Companies strategy provides curated access to private investment opportunities sourced through our Wall Street and Wharton networks, for clients whose circumstances suit it. Private investments involve significant risk and illiquidity, and past success is never indicative of future results, but for a founder who wants ownership exposure without operating responsibility, it is a conversation worth having.
⎯ Fee-Only Fiduciary
Why the Structure of the Firm Matters to You
Veteran founders tend to evaluate partners the way they once evaluated units: by structure and incentives, not brochures. So here is ours, plainly. Infinitus is an independent, fee-only fiduciary — legally and ethically bound to put your interests first, with no parent company, no proprietary fund shelf, and no commissions on anything. Our sole compensation is a transparent, tiered fee on assets under management that declines as assets grow, and a comprehensive financial plan is complimentary for clients. Portfolios are built from individual stocks and bonds you directly own — never mutual funds, rarely ETFs — drawn from twelve proprietary strategies combined into one custom portfolio per client. Assets are held at Altruist, an independent custodian, so the firm managing your money never holds your money. And every client works directly with the Founder and Chief Investment Officer — the person who builds your portfolio is the person who answers your call.
⎯ The Process
How the Relationship Starts
The process is deliberately simple. A discovery call — no pressure, no pitch deck — about your company, your timeline, and what you want the capital to do; if a sale is in motion, we can talk under NDA alongside your deal team. A strategy review, where we assess your current holdings and concentration and share specific observations about how a tailored portfolio would be positioned for your situation. Onboarding, with paced, intentional execution rather than reactive moves. Then active management: ongoing research, portfolio reviews, and reporting with every position visible — with risk management built into the construction rather than bolted on afterward. Whether you are two years from a sale or two weeks past one, the right time to start the conversation is before the next decision, not after it.
01
Discovery Call
A no-pressure conversation about your goals, holdings, and what you want your wealth to do — by phone, video, or in person.
02
Strategy Review
We review your holdings, goals, and risk profile, then share observations on how your portfolio is positioned and where a tailored approach may help.
03
Onboarding
Thoughtful, paced execution and, where appropriate, hedging — executed with intention rather than reaction.
04
Active Management
We build and manage your portfolio of individual securities, with ongoing research and protfolio reviews.
⎯ Our Approach
Active & Personalized Portfolio Management, Built Around Your Balance Sheet
No two founders have the same financial structure, so no two portfolios should be identical. We construct each one to complement — never duplicate — the risk profile of your business.
01
What we build with
Custom portfolios of individual stocks and bonds. We do not use mutual funds and rarely use ETFs, which keeps tax-lot management, concentration, and risk calibration in our hands rather than a fund company's.
02
What we account for
Proceeds from income or a liquidity event, ongoing ownership stakes and earn-outs, existing accounts, tax timing, lifestyle and reinvestment liquidity, and family and legacy objectives.
03
How we manage risk
High-quality, diversified equity exposure paired with strategic fixed income — and, where appropriate, options-based hedging to define downside without forcing a sale.
04
Who manages it
You work directly with the Founder & Chief Investment Officer inside a fiduciary framework. The person setting strategy is the person you talk to.
⎯ Local Roots, National Reach
Nashville-Based, Serving Business Owners Broadly
Based on Music Row, we work with business owners across Nashville and throughout the country. The region's growth has created an environment where founders and entrepreneurs are generating significant wealth — often requiring more sophisticated, hands-on investment management than traditional model-portfolio advisory provides.
Whether you've just sold a company or you're years from an exit and want a plan for the capital outside it, the conversation starts the same way: directly, and on your terms.
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
Learn about our Active & Personalized Portfolio Management
Explore our Investment Strategies
⎯ Transparent, Fee-Only
Fees
We accept zero commissions and act as a fiduciary — mandated by law and ethically bound to put our clients’ interests first. Our fee is based on assets under management, so we do well when you do well.
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.
No Commissions
We charge no commissions on buying and selling investments, so our interests are completely aligned as we grow and protect your accounts.
No Financial Planning Costs
A complimentary and comprehensive financial plan is available to all clients of Infinitus Wealth Management.
⎯ Frequently Asked Questions
Wealth Management for Veteran Business Owners: Questions Founders Ask
Do you only work with veterans who are selling their business? No. We work with veteran founders at every stage — building, scaling, preparing to sell, and after the exit. The years before a sale are often when the most valuable planning happens: reducing concentration risk, building the personal balance sheet alongside the business, and preparing so that when a buyer calls, the founder negotiates from strength.
What happens to SDVOSB certification when a business sells? In general, SDVOSB and VOSB status depends on majority ownership and control by the veteran, so a sale to a non-veteran buyer typically ends the certification and the set-aside eligibility that comes with it. That reality shapes valuation, deal structure, and timing. We understand this landscape as operators — Infinitus is itself a certified SDVOSB — and we coordinate with your transaction attorney, who advises on the specifics of your deal.
How is Infinitus different from other advisors who market to veterans? Most firms that market to veterans are civilian-owned firms with a veterans page. Infinitus is a veteran-built firm: the founder and Chief Investment Officer is a Purple Heart combat-wounded veteran of the 101st Airborne who built this company and holds SDVOSB certification. Clients work directly with him, and portfolios are built from individual stocks and bonds rather than pooled products.
What does the money from a business sale actually get invested in? A custom portfolio of individual stocks and individual bonds — never mutual funds, rarely ETFs — constructed from our twelve proprietary strategies and calibrated to your income needs, growth objectives, tax situation, and risk tolerance. Deployment after a sale is paced and deliberate rather than instantaneous.
Can you work with the proceeds before the deal closes? The planning should start before close. In the window between letter of intent and closing, we map where proceeds will land, how much liquidity your first years require, what the paced investment schedule looks like, and how the portfolio coordinates with the tax and legal work your CPA and attorney are doing — so the day the wire lands, the plan is already built.
Do I have to be in Nashville to work with Infinitus? No. Infinitus is based on Music Row in Nashville and serves veteran business owners nationwide, by phone, video, or in person. Accounts are held at Altruist, an independent custodian, with full online access wherever you are.
How do I get started? Schedule a complimentary, no-obligation consultation directly with Erik James Roberts, Founder and Chief Investment Officer. Whether you are two years from a sale or two weeks past one, the conversation starts with your situation and your objectives.
Who We Serve
Investment Management for Individuals, Families, & Institutions
⎯ Explore Further
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Disclosure: Infinitus Wealth Management is a registered investment adviser. Registration does not imply a certain level of skill or training. All investments involve risk, including the potential loss of principal. No investment strategy can guarantee returns or eliminate risk, and past performance is not indicative of future results. Advisory services are offered only pursuant to a written advisory agreement.