39
Growth Score
pts
Heat Score
-8 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Infinity Wealth Counsel offers financial planning and investment management, focusing on personalized strategies and legacy preservation.
- Chris Oberholzer: Founder, Principal and Certified Financial Planner
About the Company
Infinity Wealth Counsel is a financial advisory firm that specializes in providing comprehensive financial planning and investment management services. As a fee-only Registered Investment Advisor, the company focuses on creating personalized financial strategies for families and small businesses. Services include estate planning, utilizing life
insurance and fixed instruments, and wealth management to help clients achieve their financial goals and preserve their legacy. The firm emphasizes the importance of aligning financial plans with personal values and beliefs, ensuring that clients' legacies extend beyond mere assets.
