Are you making one of these common financial mistakes? Here are some steps to consider.
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
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face. Yet, far too many admit they don't have a formal succession plan in place. In fact, looking at family businesses alone, about 61% say they do not have a documented succession plan. 1 Why? Many business owners say they haven’t put together a succession plan...
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive. But here’s the thing: While market fluctuations are inevitable, maintaining a disciplined investment approach has historically helped investors stay on track toward their financial goals. If market swings make you nervous, don’t worry. You’re not alone. We’re going to walk through some key strategies to...
