Infresh is an independent wealth management firm dedicated to serving individuals and families who want what's best for their money.

 

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FINANCIAL PLANNING

Guidance on Retirement, College, Insurance, Debt, and Budgeting - designed specifically around your goals.

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PORTFOLIO MANAGEMENT

Our in-house investment strategies can be customized according your family's specific needs.

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401(k) CONSULTING

Learn the ideal investment approach for one of your largest and most important retirement assets.

 
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FIDUCIARY STANDARD

We are required by law to put the interests of our clients first in every situation.

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AMAZING TECHNOLOGY

Our clients are given access to a technology suite that helps simplify this normally complicated subject.

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NO MINIMUMS

We believe good financial advice should be available to everyone, not just the wealthy.