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

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A Guide to Pensions & Retirement Benefits

Frances Weant |
Categories
Retirement
Investments
Tax Planning
How much do you really know about retirement benefits? If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement literacy,” especially when it comes to the finer points of retirement benefits. 1 That may not seem like a big deal, but it can give rise to all sorts of landmines in the future, possibly derailing your retirement plans and goals. It could also impact your quality of...

Practical Tips: How to Avoid These 4 Estate Planning Missteps

Frances Weant |
Categories
Finance
Lifestyle
Estate Planning
First, let’s start by uncovering the most common mistake in estate planning… Surprisingly, this frequently made mistake might already be on your doorstep. A staggering number of people haven’t yet started an estate plan. It’s a critical oversight that can have far-reaching implications, but this isn’t the only pitfall that can disrupt your planning efforts. Here’s a breakdown of 4 estate planning missteps and how to fix them: Mistake #1: Neglecting to Update Your Estate...

Your Role & Responsibilities as an Agent in a Power of Attorney (POA)

Frances Weant |
Categories
Investments
Finance
Tax Planning
Insurance
Estate Planning
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else. That’s because it puts you in the driver’s seat to make key decisions and oversee vital needs for someone else. That doesn’t mean that POAs come with carte-blanche powers or that one power of attorney will mirror another. Explaining how POAs work, this guide shares more fundamentals, detailing some common types of powers of attorney and the responsibilities you may have as an agent of one of these devices.