Santa Clarita Wealth Management

With almost 20 years of experience in the financial services industry, Jerry R. Citarella, RFC, founded Infinity Wealth Management - a wealth management planning company in the Santa Clarita area. Our team of independent financial advisors has one main objective: To provide our clients the advice they need to accomplish their financial goals.

We’ve been honored as “Best Investment Advisor or Company” in the Santa Clarita Valley, California for 2007, 2008 & 2009* and will continue providing our clients the type of service that has earned us this recognition. We strive to meet every new client with a clean slate and develop plans and strategies based on their unique needs.

We offer an assortment of wealth management services in the Santa Clarita Valley area. Comprehensive planning services from Infinity Wealth Management involve looking at your short and long term goals, family and income protection, retirement, and college funding to create a comprehensive plan with specific and measurable goals. We will help you with your retirement planning by fully analyzing your unique circumstances, current holdings, and goals to figure out the best way to provide you with your ideal retirement lifestyle. If you are looking for insurance services in Santa Clarita we can provide you with the security you deserve. Our investment planning and strategies services provide you specifically designed portfolios to meet your goal-specific needs. For our estate planning services in Santa Clarita, we are very proficient in the strategies available to minimize, replace or possibly even eliminate estate taxes when transferring your accumulated wealth to your heirs. If you are a business owner in Santa Clarita, our business planning and executive benefits services can help you choose the benefit and retirement options that are right for you. We also can help you with tax-exempt planning, which can be one of the most effective paths to preserving assets.

*As voted on by the readers of the Signal Newspaper of Santa Clarita Valley, California

Contact us today about our wealth management services in Santa Clarita
by calling (661) 255-9555 or send us an e-mail.