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WHO WE SERVE

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Investment Solutions
Across Every Stage of Wealth

Our approach at Infinitus Wealth Management is built around the complexity of real-world portfolios — concentrated equity positions, tax considerations, retirement income planning, and long-term capital growth objectives. As a Nashville-based registered investment adviser, we design portfolio strategies that reflect both financial realities and evolving personal priorities.

We work with investors across multiple stages of wealth creation and preservation, and across diverse professional backgrounds. Every relationship begins with a clear understanding of how capital should serve your broader financial goals — not dictate them.

From building the first million to stewarding multi-generational wealth, portfolios must evolve. Risk tolerance, tax sensitivity, liquidity needs, and time horizon shift over time — and disciplined investment strategy must adapt accordingly through thoughtful, active portfolio management.

From Building Wealth to Preserving It

Nashville investment advisor helping emerging investors build their first portfolio

Growth stage portfolio management for $1M to $7M investors Nashville

Wealth preservation portfolio strategy for high net worth investors Nashville

Private wealth and legacy investment management for ultra high net worth Nashville

⎯ Getting Started

From First Call to Fully Invested.

Discovery Call

A no-pressure conversation about your goals, holdings, and what you want your wealth to do — by phone, video, or in person.

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.

Onboarding

A fully digital onboarding — accounts opened and transfers authorized with a few e-signatures, most holdings moving over exactly as they are.

Active Management

We build and manage your portfolio — with ongoing research, tax-aware adjustments, and regular portfolio reviews as markets and your life evolve.

Already working with an advisor? We initiate the transfer with your former firm for you — no awkward phone call on your end — and most accounts move in-kind, exactly as they are. See how switching works →

Schedule a Consultation

Investment-Focused Wealth Management

Confidential discussion

No Obligation

Explore our Investment Strategies

Retirement income sequencing strategy for cash, taxable, IRA, 401(k), and Roth accounts.

What Is Retirement Income Sequencing? Ordering Your Withdrawals with Confidence

Retirement income sequencing is the order in which you draw from taxable, tax-deferred, and Roth accounts to fund the same monthly paycheck. Two retirees with identical savings can keep meaningfully different amounts of their wealth based on sequence alone, because withdrawal order determines when taxes arrive and how long each account keeps compounding. This guide covers the conventional sequence, where it bends, how sequence-of-returns risk fits in, and how individual bonds

Wirehouse vs independent RIA fees comparison showing complex costs versus transparent advisory fees.

Wirehouse vs Independent RIA Fees: What’s the Real Difference?

Wirehouse vs independent RIA fees are built on two very different architectures: one bundles advice, products, and platform into layers; the other charges a single published advisory fee. The gap between them is rarely visible on a statement, yet over a long horizon it can become one of the largest line items in a portfolio. This side-by-side comparison shows how each structure works, what the typical numbers look like, and the five questions that reveal the all-in cost of an

Private equity business valuation image showing EBITDA, valuation multiples, value drivers, deal structure, and founder exit planning in a Nashville office setting.

How Private Equity Values Your Business — And What You Can Do About It Now

Most founders learn how private equity values their business only after a term sheet lands — when the inputs are already locked. Infinitus founder Erik James Roberts breaks down the real formula behind the price: adjusted EBITDA, the quality-of-earnings scrub, what moves your multiple up or down, and the deal structure that decides what you actually take home — plus the 12–24 month playbook that builds value before any buyer runs the math.

Luxury black-and-gold blog image showing the headline “How High-Net-Worth Families Structure Their Investment Portfolios Differently,” with a visual stack of portfolio components including custom stock portfolios, advanced equity options strategies, private investments, tax-aware structuring, fixed income, alternative investments, and liquidity reserves.

How High-Net-Worth Family Investment Portfolios Are Structured Differently

A high-net-worth family investment portfolio isn't won by buying into the most complicated products. The families who do this best win on cost, tax control, and ownership—a real portfolio built holding by holding around their situation. At Infinitus, we build each client a custom portfolio of individual stocks and bonds, actively managed and hedged with options—never mutual funds, rarely an ETF. Here's exactly why that structure beats funds, models, and opaque alternatives, a

High-net-worth wealth management for families with $5M to $25M in investable assets — Infinitus Wealth Management, Nashville.

The High-Net-Worth Wealth Management Checklist for Families With $5M to $25M

High-net-worth wealth management changes once a family crosses $5 million in investable assets — concentration, taxes, and structure start to matter more than saving alone. Erik Roberts, Wharton MBA and Chief Investment Officer of Infinitus Wealth Management, lays out a clear 10-point, investment-first checklist for families with $5M to $25M: how to confirm who is actually managing your money, eliminate avoidable tax and cost drag, manage concentration risk, and govern wealth

Retirement readiness checklist with golden nest egg, financial planning documents, and retirement income checklist for investors preparing to stop working.

The Retirement Readiness Checklist: 10 Questions to Answer Before You Stop Working

Most pre-retirees walk into retirement on momentum, not strategy — and the math of drawdown is nothing like the math of accumulation. This retirement readiness checklist walks through the 10 core questions every investor must answer before leaving the workforce for good: sustainable withdrawal rates, sequence-of-returns risk, Social Security claiming, healthcare, taxes, estate planning, inflation, and how to tell a true fiduciary apart from a polished salesperson. Read this b

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.