Mixing family and business can be tough. Is it possible to create healthy boundaries?
Comprehensive Financial Planning
Investment Management
Retirement Planning Analysis
Estate Planning
Charitable Giving
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?
Risk Management / Insurance Protection
Tax Planning / Tax Strategies
Cash Management
Education Funding
Advances Planning Services
Blogs
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
