Tactical Tax Wealth Management

Andrew Victor is a financial advisor with Tactical Tax Wealth Management in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has six years of industry experience. Victor is co-founder and vice president of CSI Financial Group, an insurance marketing organization, and is involved in several related business activities including life and health insurance sales and life settlement brokerage. Tactical Tax Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension plans, and businesses, offering discretionary investment management combined with financial planning and tax- and estate-planning coordination. The firm employs a mix of long-term strategies and tactical trades, using fundamental and technical analysis, and incorporates various investment vehicles including private investments and structured products.

Christopher Toward is a financial advisor at Tactical Tax Wealth Management with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Tactical Tax Wealth Management, he worked at The Vanguard Group, Inc. for nine years and has operated several self-employed ventures. Outside of financial advising, Toward is the owner and CEO of GoodPoints, LLC, a volunteer development organization, and also provides dog sitting services. Tactical Tax Wealth Management is a state-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, pension plans, and businesses. The firm offers discretionary investment management alongside financial planning and coordinates tax and estate planning, managing approximately $7.4 million in client assets. Its investment approach includes long-term strategies using fundamental and technical analysis, with flexibility for shorter-term trades and the use of hedging tools.