To Our Clients

With multiple combined years of experience, the members of Invicta have joined together to educate and guide clients through the complex financial world pulling from diverse backgrounds and areas of expertise.

Since no one strategy fits everyone, our clients receive our undivided attention—from initial planning, execution, follow-up and consistent reviews.

We recognize that everyone may encounter a speed bump along the way, we strive to anticipate and address those bumps before they become mountains.  Our ability to collaborate and pull from various team members allows our clients the unique opportunity of having a team of individuals working to help you achieve your financial goals.

If you have any questions, or if we can be of service please send us a quick email, call the home office, or reach out to one of our partners.  We look forward to speaking with you.

To Our Partners

Why is Invicta different? 

How it started… Invicta was formed by a small group of advisors and representatives that had the desire to run their business differently; to eliminate corporate politics, collaborate with others providing added strength, diversity and experience, allowing them to best service the needs of the client.

Where we are now… Building on the above foundation Invicta has grown to over 30 advisors/representatives who took the time to research and talk with us, and ultimately decided that what Invicta could offer was different.  The two main principals have devoted their time and efforts solely into the operation of the firm.  We are available to our partners, virtually 24/7. We take this relationship seriously, and know full well that we are not successful without you.  We want to hear your thoughts and ideas, comments, critiques-it's what makes us stronger.

We have said since the beginning our partners have a seat at the table—if you are tired of standing at your current firm, maybe it's time to take a seat.