About us

At Victory Private Wealth, we are a boutique financial services firm with a passion for helping our clients build, preserve, and protect their wealth. With over two decades of experience, we have built a reputation for offering personalized, strategic financial guidance tailored to the unique needs of professional athletes, high-net-worth individuals, and business owners.

Our firm has grown alongside the dynamic financial landscapes of SW Florida, North Texas, and Las Vegas, with offices strategically located in each of these vibrant areas. This geographic diversity allows us to cater to a wide array of clients, from athletes looking to manage their wealth during their playing days and post-career, to entrepreneurs navigating the complexities of business ownership, to individuals who seek to protect their financial legacy.

Throughout our 20+ years of experience, we’ve earned a trusted reputation for delivering comprehensive, results-driven solutions. Our experience spans investment management, retirement planning, tax strategies, estate planning strategies, and more. We understand that no two clients are the same, which is why we take the time to listen, understand your goals, and craft a financial plan that aligns with your aspirations.

Whether you’re building a future, navigating complex financial decisions, or ensuring your wealth lasts for generations to come, our firm is here to provide the knowledge, insight, and strategic thinking you need. With our experience, you’ll have the confidence to focus on what truly matters to you.