Infiniti Wealth Management

Durante & Waters, LLC, operating as Infinity Wealth Management and Beacon Hill Private Wealth Management, was established in June 2003 by George Waters and Michael Durante. The firm emphasizes personalized attention and offers financial planning, consulting, and investment management services. As of December 2024, the firm manages $160,651,647 in assets on a discretionary basis. Clients can engage the firm for comprehensive financial planning and investment management services, with fees ranging from $1,000 to $8,000 for financial planning and a tiered annual fee based on assets under management for investment management. Durante & Waters may recommend the use of Independent Managers for certain clients, with fees based on a percentage of assets managed by the Independent Managers. The firm's investment strategy focuses on asset allocation, diversification, and risk management, primarily utilizing ETFs and mutual funds. Durante & Waters exercises investment discretion for clients, allowing them to make decisions on securities, amounts, timing, and manager selection. The firm does not provide services for performance-based fees and serves individuals, trusts, and estates. Durante & Waters does not vote client securities and does not have any disciplinary disclosures. Clients receive regular account reviews and statements directly from the custodian. Durante & Waters does not provide compensation to third-party solicitors for client referrals. The firm's fee structure, investment philosophy, and commitment to client service are key highlights of its offerings.