Victor W. McCool

Victor W. McCool

As an independent advisor I help clients develop strategies to minimize the risk involved in reaching their stated retirement goals. Having served in Financial Services since 1996 I have been exposed to most of the common misconceptions and mistakes investors make and work diligently to help my clients avoid them.

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Work with the best.

Work with the best.

No matter the complexity of your investor profile, we believe an expert financial strategy and investment management create better outcomes.

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Our Clients

We maintain strategic expertise across a broad range of investor profiles

Entrepreneurs & Executives

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth<br/>

High-Net Worth

Serving the unique needs of HNW individuals

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Schedule A Consultation

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Make an Appointment

Our Services

When was the last time you sat down and had a frank conversation about your investments?

Our team is composed of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on our insight and expertise.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Peak-Career

Wealth-building strategies for professionals

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Estate Strategy

Strategies for every phase of life

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Our Three Step Process

STEP

1

Assess

The first step in seeing if our firm might be a fit is to access where people are and where they want to go. We sit and talk with clients. We get to know each other. We talk about what they are trying to accomplish, what their goals are, what their fears are, and how we can overcome those fears.

STEP

2

Strategize

We then start to strategize about how to accomplish those goals, and what type of difficulties we may encounter along the way. We talk about volatility and developing an understanding of how to use it to our advantage. We begin to think like a team!

STEP

3

Implement

Finally, in the implementation stage, we start developing a portfolio, which will change over time and be based on the varying income and safety needs we anticipate over time.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Speak with an Expert

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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