Victory Wealth Management, Inc.

Victory Wealth Management, Inc. Victory Wealth Management offers a personal approach to financial planning and investing. We can and want to help! Life is better with Victory!

We hope you will enjoy discovering how we not only take a personal interest in building the best financial plan for our clients, we also take a personal role in serving our community. 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. In the same light, we belie

ve giving back to the neighborhoods where we - and our clients - live and work is yet another aspect to leaving a positive legacy. With a combined 50 years in the business, we know everyone’s situation is unique. With Victory, you will 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. We hope your visit through our web site will help you gain an understanding of the opportunities and potential rewards that are available by taking a proactive approach to your personal financial future. The concepts behind investing, retirement planning, estate planning, risk management and insurance, as well as, wealth preservation and charitable giving can be confusing. Working with a skilled professional, executing on a financial plan designed for pursuing your financial goals makes the complex concepts much more simple. Give us a call today to schedule your complementary consultation. Or, if you just want a second opinion, we would love to see you! Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. www.finra.org
www.sipc.org

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
06/04/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio...
06/02/2026

If you have employer-issued stock, an understanding of Net Unrealized Appreciation strategies may benefit your portfolio.

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

Did you know that Alzheimer's disease is the most common form of dementia? It affects millions of people worldwide, impa...
06/01/2026

Did you know that Alzheimer's disease is the most common form of dementia? It affects millions of people worldwide, impacting memory, thinking, and behavior. During Alzheimer's and Brain Awareness Month, let's educate ourselves and others about the importance of brain health.

Did you know that June is dedicated to National Safety Month? It's the perfect opportunity to assess safety risks and im...
06/01/2026

Did you know that June is dedicated to National Safety Month? It's the perfect opportunity to assess safety risks and implement measures to protect ourselves and those around us. From practicing fire safety to promoting mental well-being, let's make safety a top priority this month.

Did you know that June is recognized worldwide as LGBTQ+ Pride Month? It commemorates the Stonewall Uprising and honors ...
06/01/2026

Did you know that June is recognized worldwide as LGBTQ+ Pride Month? It commemorates the Stonewall Uprising and honors the ongoing fight for LGBTQ+ rights. This month, let's amplify LGBTQ+ voices, promote understanding, and continue working towards a more inclusive and diverse society. 🌈✊🏳️‍⚧️

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
05/30/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
05/28/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

You face sequence of returns risk. Know what it is?
05/26/2026

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Home of the free, because of the brave. On Memorial Day, we honor and remember those who made the ultimate sacrifice. “T...
05/25/2026

Home of the free, because of the brave. On Memorial Day, we honor and remember those who made the ultimate sacrifice. “Those who have long enjoyed such privileges as we enjoy forget in time that men have died to win them.” – Franklin D. Roosevelt

Use your car for business? Make sure you're on the same page as your insurance carrier.
05/23/2026

Use your car for business? Make sure you're on the same page as your insurance carrier.

At what point can you call a personal vehicle commercial?

Address

603 N Main Street
China Grove, NC
28023

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 1pm

Alerts

Be the first to know and let us send you an email when Victory Wealth Management, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Victory Wealth Management, Inc.:

Share