YOU’VE EARNED IT. NOW KEEP MORE OF IT.
Stop leaving money on the table in taxes, estate planning, and financial opportunities most people never even know exist.
Your financial life has gotten more complex. Your advice should match it.
Most financial advisors are built for the straightforward: the accumulation phase, the standard portfolio, the once-a-year planning conversation.
That works fine… until it doesn’t.
At a certain level of wealth and complexity, when you are dealing with concentrated stock positions, executive compensation packages, business interests, estate structures, and significant tax exposure, the standard approach starts costing you real money.
Not because something went wrong. Because the right questions were never asked.
Victory Wealth Management was built around those questions. After spending years advising C-suite executives at a family office, we’ve worked through some of the most complex financial situations that exist.
Now we’re bringing that level of advice to you.
We partner with people whose financial lives have outgrown a standard plan
Corporate executives navigating complex compensation packages. Business owners approaching a liquidity event. High net worth families coordinating across tax, estate, and investment strategy. People who have built something significant and want to make sure they keep more of it. If that’s you, this is the right conversation.
How It Works
Book a Free Consultation
A straightforward call to understand your situation and whether we’re the right fit. Just an honest conversation about where you are and where you want to go.
Build your Custom Plan
If it’s a fit, we take a comprehensive look at your full financial picture — investments, taxes, estate, compensation, cash flow — and build a strategy around your specific situation and goals.
Stay Ahead of It
This isn’t a set-it-and-forget-it relationship. We stay actively involved, revisiting the strategy as your life changes, coordinating with your other advisors and attorneys, and making sure nothing falls through the cracks.
Built for this level of complexity
Dan Basinger, CFP®, APMA®, BFA™, spent his career advising C-suite executives and high net worth clients at a family office where the financial situations were rarely simple. He’s seen what sophisticated planning looks like at the highest level, and he built Victory Wealth Management to bring that same thinking to a smaller number of clients who deserve it.
He now works with a deliberately limited number of families, because the quality of the relationship is the whole point.