Victory Wealth Management offers a personal approach to financial planning and investing.  We believe that solid wealth management is but one aspect to living a satisfying life and we work hard to help ensure that  your financial future is one area you won't have to worry about.

With a combined 50+ years in the business, we know everyone's situation is unique. At Victory, we want you to experience the difference it makes to work with a knowledgeable advisor who listens first. We understand your feelings about money, your future goals and objectives, your tolerance for risk and your time frame before we do anything else. From there, we create a full financial plan tailored specifically suited to your needs.

Midge Suite-Arnold, MRFC, CRTP

Financial Advisor
President & Owner of Victory Wealth Management, Inc.

How We Help Our Clients?

Your Financial Security is Our Business.

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Our Expertise

How may we serve you today?

 

Comprehensive Financial Planning

 

Investment Management

 

Retirement Planning Analysis

 

Estate Planning

 

Charitable Giving

 

Risk Management / Insurance Protection

 

Tax Planning / Tax Strategies

 

Cash Management

 

Education Funding

 

Advances Planning Services

Learn More

Looking to learn more?

Get in touch today.

Contact Us

Blogs

More Than a Number: The Four Risks That Shape Your Retirement

Frances Weant |
Categories
Retirement
Risk Management
Health
Investments
Finance
Many people can tell you their portfolio balance. Far fewer can tell you what else determines whether their retirement actually works. That's understandable. The balance is the number on the statement. It's concrete, and it feels like a score. But judging retirement readiness by that one figure is a little like judging your health by your weight—useful, and nowhere near the whole story. A framework published in the Journal of Financial Planning offers a wider...

Retirement Isn't Just About How Much You Save. It's About When.

Frances Weant |
Categories
Retirement
Risk Management
Investments
Finance
Savings
You can do everything right on paper — save diligently, spend reasonably, stay invested for the long haul — and still land in a very different retirement than someone who did the same things. The difference often comes down to a factor many retirement checklists leave out entirely: timing. A lot of advice fixates on a single number: the balance. Have I saved enough? It's an important question. But it assumes that two people who...

Permission to Spend in Retirement: A Skill Rarely Taught

Frances Weant |
Categories
Retirement
Lifestyle
Finance
Savings
Family
For decades, you trained one financial muscle: save, invest, don't touch it. Then retirement arrives and asks you to do the opposite. Nobody teaches that part. There is no course on how to spend the money you spent a lifetime building, so the discipline, the caution, and the watchful eye on every balance don't switch off just because your career did. The Switch Most Savers Struggle to Flip Researchers who study retirement have been paying...