Victory Services

Victory Wealth Management offers a suite of services that work together to support you. We oversee your full financial strategy, partnering with attorneys, tax professionals, and other experts in order to provide you with the resources you need for financial victory.

Comprehensive wealth management SERVICES

Portfolio Management

An investment strategy tailored to your goals and risk tolerance

Estate Planning

Directives to protect and distribute your assets after you pass away

Charitable Planning

An efficient giving strategy for causes you’re passionate about

Retirement Planning

A strategy to prepare you for a season of financial independence

Protection planning

Insurance products and other strategies to prepare for the unexpected

Cash Flow Strategies

A savings and distribution plan for every stage of life

Tax planning

A strategic approach to help minimize your current and future tax liabilities

Executive compensation

A plan and strategy for employer-provided executive financial benefits and packages

Employee benefits

A thorough understanding of what’s available to you and how to make the most of it

Progress only happens when you take the next step