Founder, Wealth Strategists

410.518.6823
Prosperity@VictorSimon.com

As a boutique concierge Family Office, we serve in a fiduciary capacity for our exclusive client member community, that represents a limited number of emerging high net worth clients on a multigenerational level when called for. Our firm and Professional Consulting Network teams are committed to helping people just like you create strategies and solutions to grow, manage and protect the wealth you've worked so hard to create. Perhaps that means a focus on your retirement assets by protecting a lifetime of savings, or a lifetime of sweat equity and sacrifice locked up in a business you built and nurtured for years. Our proprietary consultative process helps us understand your needs, desires and goals while considering your tolerance for risk and time horizon. We'll then work diligently to develop an overarching plan that carefully balances investment strategies with growing or protecting principal. We can help mitigate income and investment taxes, risks to assets or a business, and provide advanced estate distribution planning to help create peace of mind and the legacy you desire.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. Knowledge is power and the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Almost everyone wants to avoid costly mistakes that can alter their retirement vision or other important life goals. Our team has the knowledge and experience to help you make those type decisions. We have an unrelenting passion for helping people build or maintain their financial house on a solid foundation for a secure future.

Performing in a fiduciary capacity for our clients means we act in your best interests all the time. Our consultative, wealth management process will help you decide if we are a good fit for each other in your very first meeting. Our second opinion service for you and those you care about help to determine if your current plans are working in your best interests, and supported by our process. Feel free to look around our site and give us a call for more information or to set up an initial consulting appointment without obligation.