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Our Firm

Invicta Financial Group serves families and businesses throughout the world with offices located in Arizona and Southern California. Our advisers use a holistic, values centered approach to give families and businesses the highest probability of achieving their financial goals. Each adviser's ultimate goal is to work with a specific number of individual client families and/or businesses who are willing to delegate their financial affairs, so they can focus on the more important areas of their lives.

We operate in total transparency and are honest and forthright. We believe each client should be treated with the utmost respect, sincerity, and integrity. Our talented team of professionals are committed to building lifelong relationships with client families and businesses. These relationships are built on our high quality service and commitment to excellence.

                                     Mission & Vision 

Our mission is to provide the highest level of fiduciary service through our elite trusted adviser teams to ensure each ideal client family or business has the greatest potential of achieving their goals for the reasons that are important to them.

Our vision is to:

  • Provide the highest fiduciary standard of service to each ideal client family or business;
  • Grow a community of ideal clients, businesses, and elite trusted adviser teams;
  • Achieve synergies throughout our organization;
  • Equip and empower our team through continual comprehensive training;
  • Deliver effective and efficient operational support;
  • Partner with responsive deliverables; and,
  • Foster independently owned adviser businesses.

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