Speaker image
Speaker image

About Me

Hey Im, Keith Cervone

Throughout my 22-year career, I have discovered that the most powerful tool in sales is a mastery of buyer psychology. I teach teams to stop pushing products and start guiding the customer journey.

When we truly understand our customers, we empower them. In this environment, becoming a client isn’t just a transaction - it’s the natural next step.

Throughout my 22-year career, I have discovered that the most powerful tool in sales is a mastery of buyer psychology. I teach teams to stop pushing products and start guiding the customer journey.

When we truly understand our customers, we empower them. In this environment, becoming a client isn’t just a transaction - it’s the natural next step.

Marcus Reid

Read Full Story

Join Newsletter

Work Together

Most sales trainers provide recycled tips and theoretical advice on how things should be done. I take a different approach. I awaken the true potential of sales teams by stepping into the arena and demonstrating exactly how to win. Infinity Methods wasn't created to just offer advice, it exists to deliver measurable results.

What I believe

Core values

01

Clarity over complexity

We simplify complexity so you can make confident decisions.

02

Fiduciary always

Your interests come first, with advice you can trust every time.

03
04

Relationships over transactions

We build lasting partnerships, not just one-time interactions.

05

Honest over comfortable

Clear, honest advice—even when it’s not the easiest to hear.

06

Depth over breadth

We prioritize quality over quantity, giving every client focused attention.

Credentials

Qualifications

CFP® Certified

CFP® Certified

CFP® Certified

Certified Financial Planner since 2009

Certified Financial Planner since 2009

MBA Finance

MBA Finance

MBA Finance

University of Chicago Booth, 2006

University of Chicago Booth, 2006

SEC Registered RIA

SEC Registered RIA

SEC Registered RIA

SEC Registered Investment Adviser 2010

SEC Registered Investment Adviser 2010

Career

How I got here

2026

340+ clients, $240M under advice

Built the practice I always envisioned — one rooted in trust, transparency, and long-term relationships.

2026

340+ clients, $240M under advice

Built the practice I always envisioned — one rooted in trust, transparency, and long-term relationships.

2026

340+ clients, $240M under advice

Built the practice I always envisioned — one rooted in trust, transparency, and long-term relationships.

2018

Launched The Wealth Brief newsletter

Started writing weekly to democratize financial thinking. Now at 18,000+ subscribers.

2018

Launched The Wealth Brief newsletter

Started writing weekly to democratize financial thinking. Now at 18,000+ subscribers.

2018

Launched The Wealth Brief newsletter

Started writing weekly to democratize financial thinking. Now at 18,000+ subscribers.

2014

First 100 clients reached

Grew entirely through referrals — proof that honest advice is the best marketing strategy.

2014

First 100 clients reached

Grew entirely through referrals — proof that honest advice is the best marketing strategy.

2014

First 100 clients reached

Grew entirely through referrals — proof that honest advice is the best marketing strategy.

2010

Founded Verano Reid Wealth

Left a senior position at Goldman to start an independent RIA. Hardest and best decision of my career.

2010

Founded Verano Reid Wealth

Left a senior position at Goldman to start an independent RIA. Hardest and best decision of my career.

2010

Founded Verano Reid Wealth

Left a senior position at Goldman to start an independent RIA. Hardest and best decision of my career.

2003

Began career in wealth management

Joined Goldman Sachs Private Wealth. Spent 7 years learning the industry from the inside out.

2003

Began career in wealth management

Joined Goldman Sachs Private Wealth. Spent 7 years learning the industry from the inside out.

2003

Began career in wealth management

Joined Goldman Sachs Private Wealth. Spent 7 years learning the industry from the inside out.

Get In touch

Get In touch

Your benefits, sorted in 3 steps

Your benefits, sorted in 3 steps

Discovery call

A relaxed 30-minute conversation to understand what you're going through — no judgment, no pressure, just a safe space to start.

Discovery call

A relaxed 30-minute conversation to understand what you're going through — no judgment, no pressure, just a safe space to start.

Personalized assessment

We explore your goals, challenges, and what's been holding you back to build a picture that's uniquely yours.

Personalized assessment

We explore your goals, challenges, and what's been holding you back to build a picture that's uniquely yours.

Your counseling journey begins

Together we design a structured plan — sessions, frequency, and focus areas — built around your life, not a template.

Your counseling journey begins

Together we design a structured plan — sessions, frequency, and focus areas — built around your life, not a template.