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

5 Damaging Myths About Money Talks & the Facts Behind Them

Frances Weant |
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Frances Weant |
Categories
Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And if you know these common travel mistakes, you’ll be much better prepared to get away and make it a truly great experience.

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Frances Weant |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...