A complete list of active advisors currently associated with Victus Wealth Management
Warmer can help you find a great advisor at Victus Wealth Management or one who fits your needs even better.
Victus Wealth Management serves individual and high‑net‑worth clients by providing ongoing asset management, financial planning, and consulting services, generally on a discretionary basis. The firm also reports offering portfolio management to institutional clients and conducts public seminars and workshops to educate the community about investments and its services. The firm combines third‑party model portfolios with in‑house oversight, retaining discretion to implement, modify, or discontinue models and performing account reviews at least annually. Financial planning engagements are typically ongoing and may include cash‑flow analysis, retirement strategy, tax reduction, and estate preservation, with recommendations delivered verbally or in written reports depending on the engagement. Notable features relative to peers include the firm’s public, no‑fee seminars and its provision of institutional portfolio management—both uncommon for independent firms of this size. The brochure discloses roughly $22.9 million in discretionary assets, absence of wrap‑fee programs and external product compensation, and that the lead adviser holds an Accredited Investment Fiduciary (AIF) designation.
To learn more about the advisors currently working at Victus Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Enola, PA
| 13
|
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