Infinity Wealth Counsel

Hometown Proud.

As Loveland celebrates 150 years, we're taking a moment to reflect on our own roots in this community. Our team has called Loveland home for 35 years, and 12 years ago we opened our office right here in the heart of town.

For the past 9 years, we've proudly served clients from our West Loveland Avenue location - watching our community grow and thrive around us.

We're not simply advisors working for a large firm that happens to have an office in Loveland. Loveland is our home base - in fact, we are the largest RIA based in Loveland. It's where our office is, where our team lives and works, and where we've chosen to invest our time, energy, and future.

Loveland is where we've built relationships, supported local initiatives, and put down deep roots. As we look to the future, we're excited to continue growing alongside this community we love, deepening those roots with each passing year.

Here's to 150 years of Loveland, and many more years of being proud to call it home.

2026 is a milestone year for both our community and our country! As Loveland celebrates 150 years and the United States marks its 250th anniversary, we're proud to join in the celebration.

If you're attending the Loveland 4th of July Parade, stop by Infinity Wealth Counsel along the parade route (433 West Loveland Avenue) to pick up a complimentary ice-cold water bottle and commemorative anniversary koozie. We look forward to celebrating these historic milestones with our community!

Happy Mother’s Day to all the incredible moms who give so much of themselves every day. Your love, strength, and guidance shape generations. Today, we celebrate you 💐

Because of our wonderful community, this year's shred event was a hefty success—over 2,000 pounds of materials safely shredded and recycled!

We’re grateful to everyone who showed up, pitched in, and helped make a positive impact. Your support means everything, and together we’re keeping our community secure and sustainable.

Until next time!

Today’s the day! 🗂️✂️

Bring your documents to our shredding event and let us take care of the rest. Use the Wall Street entrance for easy access, and if you’re short on time, feel free to drive right through!

If you do have a few extra minutes, we’d love for you to stick around and enjoy the event with us. Either way, we’re here to make it quick, easy, and secure.

See you soon!

Geopolitical tensions are making headlines following U.S. and Israeli strikes against Iran and the launch of “Operation Epic Fury.” With markets reacting and oil prices in focus, many investors are wondering what this could mean for their portfolios.

Here, we break down the situation, the potential impact on energy markets, and how you should react.

Iran Conflict and What It Means for Investors Geopolitical tensions are making headlines following U.S. and Israeli strikes against Iran and the launch of “Operation Epic Fury.” With markets reacting and oil prices in focus, many investors are wondering what this could mean for their portfolios. Here, we break down the situation, the potent...

As new financial planning tools emerge, it’s important to understand how they fit into your overall strategy.

Trump accounts allow families to invest on behalf of children, but they come with specific rules and considerations.

Our goal is to help you evaluate whether they align with your broader financial plan and long-term goals.

Investing for your child's future - learn about Trump accounts As new financial planning tools emerge, it’s important to understand how they fit into your overall strategy. Trump accounts allow families to invest on behalf of children, but they come with specific rules and considerations. Our goal is to help you evaluate whether they align with your broader f...

Most New Year’s resolutions fail by mid-January.

Not because people lack motivation — but because they lack systems.

Big goals. Invisible progress. Immediate discomfort.

If you want lasting results (in fitness or finances), build structure — not hype.

More in my latest blog.

New Year’s Resolution Check-In Most New Year’s resolutions fail by mid-January. Not because people lack motivation — but because they lack systems. Big goals. Invisible progress. Immediate discomfort. If you want lasting results (in fitness or finances), build structure — not hype. More in my latest blog.

Markets Are Soaring—Now What?

Stocks are on pace for double-digit returns again, with indexes near record highs, AI reshaping the economy, and rates coming down. Exciting—or nerve-racking?

Our latest blog breaks down what’s driving markets, what risks matter most, and 7 key ideas to help investors stay disciplined heading into 2026.

2026 Outlook: 7 Important Ideas for Long-Term Investors Markets Are Soaring—Now What? Stocks are on pace for double-digit returns again, with indexes near record highs, AI reshaping the economy, and rates coming down. Exciting—or nerve-racking? Our latest blog breaks down what’s driving markets, what risks matter most, and 7 key ideas to help inves...