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About Us

Building A Legacy of Financial Freedom

At Victory Wealth, we use an unbiased approach, cutting-edge technology, and adaptable strategies to help guide our clients as they build legacies of prosperity and financial freedom. Our experienced, flexible advisors listen to each client's needs and provide the education and support they need to make decisions that lead to victory.

Creating Trusted Relationships to Help Turn Dreams into Reality

Creating Trusted Relationships to Help Turn Dreams into Reality

We are dedicated to building and fostering trusted relationships with our clients so that each one can freely share their dreams and concerns with us. Our unique approach helps our clients optimize their finances with sound decisions that help turn their dreams into reality and live the life they want to enjoy.

Empowering Clients with Financial Education

Empowering Clients with Financial Education

As we get to know our clients, we find that some want us to manage the details of their financial plan, while others want to take on a more active role. Either way, we help ensure that every client has the knowledge, tools, and technology to make decisions that lead to victorious outcomes.

Our Core Values: Our Educational Foundation

At Victory Wealth, we place a high value on education and trust. Our clients trust us to do what's best for them, and we prioritize financial education to enhance their strategic plans.

Deep Connections

Building deeply trusted relationships helps clients share their concerns and dreams freely. We balance these needs and desires with what's best for each portfolio.

An Educational Foundation

Some clients leave the details to us. Others want to be more involved. We equip everyone with the knowledge, tools, and technology to help make victorious choices.

Making Money Work

We help clients make victorious decisions with their money and goals. We believe innovative technology and trusted strategies can help make clients’ finances a true asset for enjoying life.

Unlocking Dreams

We help clients fulfill their dreams by thinking outside of the box. Our unique approach helps clients make sound decisions to turn their biggest dreams into reality.

Maximizing Your Financial Potential with Personal Guidance

Our team leverages our strengths of experience and determination to help ensure that our clients can get more from their money and realize their biggest dreams.

Thomas Greer

Thomas Greer

Wealth Management Advisor Financial Planning Specialist

Meet Our Skilled Resource Partners

The Cetera partner groups offer us the expertise of skilled legal and financial professionals. Their advisory support delivers technical and legal guidance to help us craft your financial strategy.

Cetera Advanced
Planning Team

We benefit from the professional legal and financial services from our key resource partner, Cetera's Advanced Planning Team.

Meet the Team

Cetera Financial Plan Design Team

Cetera’s Financial Plan Design Team, with over 100 years of experience, is a valuable resource for financial planning.

Meet the Team

Let Victory Wealth Help Unlock Your Dreams

Ready to secure your financial future? Consult with our service-focused advisors today to help get more from your money.
Image showing the Ausable River in Huron Manistee National Forests, Michigan. 

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Supporting Victory Wealth

Our Approach

We build trusting relationships and share financial knowledge that propels our clients to victorious outcomes.

Our Approach

Contact Us

Contact Victory Wealth today and discover the advantages of collaborating with an experienced, caring team.

Contact Us Today

Who We Work With

We support individuals, business owners, and entrepreneurs in making the most of their money and living their dreams.

See How You Fit