Victrix Investment Advisors is a registered investment advisory firm serving individuals, families, business owners, and professionals from offices in Stuart, Florida, and Park City, Utah. The firm works with retirees and people approaching retirement, as well as business owners, healthcare providers, lawyers, and other professionals. Its approach emphasizes communication and transparency, helping clients understand how their money is invested, how their accounts are performing, and the fees they pay.

Victrix offers investment planning and management, including asset allocation reviews, income stream analysis, portfolio fee analysis, tax-loss harvesting, and independent manager selection. Its financial planning services include retirement planning, estate tax reduction strategies, family gifting programs, inheritance planning, liquidity event planning, and Social Security claiming strategies. The firm’s advisors hold professional credentials including CFP®, CFA®, CPWA®, and AIF® designations. Victrix says its planning and investment work is handled in-house, drawing on expertise in personal financial planning, trust and estate administration, and securities analysis. Its website also features firm news and a newsletter subscription.