Infinite solutions for your wealth
Life’s complicated enough—navigating your financial future shouldn’t be. That’s the philosophy at Infinity Wealth Partners. Our team specializes in crafting crystal-clear plans, ensuring your journey towards financial well-being is straightforward and tailored to your unique goals.
Your life, your plan,
Let’s create a roadmap for your financial success.
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We offer tailored solutions to help you achieve your financial goals, whether it’s through retirement plan design, education planning, budgeting, or retirement income distribution. Let’s create a roadmap for your financial success.
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Don’t stress about taxes. Our team of CPAs will ensure you’re maximizing deductions and minimizing liabilities, whether it’s personal tax, business tax, or payroll services. Let’s keep more of your hard-earned cash where it belongs—in your pocket.
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Protecting your assets and your family’s future matters. We’ll make sure you have the right coverage tailored to your needs.
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Life is full of surprises, but your financial future shouldn’t be one of them. Our strategies will help you safeguard what you’ve worked so hard to build, ensuring your legacy is secure.
Our Story
At Infinity Wealth Partners, we’ve seen firsthand the frustration of playing “telephone” between investment and tax professionals. That’s why after 15 years of collaboration, Noel Roach, AIF® and Doug DeFrain, CPA decided to join forces.
With Noel’s 25 years of wealth management experience, Doug’s 30 years of tax expertise, and Jennie Sigler driving operations, we’re excited to offer our clients a seamless experience. From investment planning to tax optimization, our priority is delivering personalized attention and comprehensive support—all under one roof.
Check the background of investment professionals on FINRA’s BrokerCheck.
