Mooshi Wealth Planning & Management

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Victory Wealth is a financial planning and investment services firm in Troy, MI. The firm offers a wide range of services, including financial planning, retirement planning, tax planning, wealth management, asset management, insurance & protection, 401(k) planning, business planning, SEP IRAs, estate & legacy planning, education planning, charitable giving strategies, Roth IRA conversions, employee stock ownership plan (ESOP), and pension planning. The firm's team of experienced professionals is dedicated to helping clients achieve their financial goals. They work with clients to understand their individual needs and develop customized plans that meet those needs.

Our firm was founded in 1963 with the goal of assisting our clients in every aspect of their financial lives. We work closely with clients to help them achieve their retirement/long-term care planning goals. Our staff consists of experienced professionals with a “hands-on” approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality. We want to have long-term relationships with our clients. Thanks again for visiting our website.