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Call for Complimentary Consultation:
Toll Free (866) 407-4320
Toll Free (866) 407-4320
Financial Events
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The Virtus View is a weekly to bi-weekly e-mail publication that Brian authors in order to keep you updated on the current market situation.
Tax Planning
Virtus Wealth Management believes that effective tax planning is one of the most neglected components of a successful financial review. We recognize the powerful impact of saving tax dollars and reinvesting them into wealth building assets. We work with clients to identify methods to lower their tax liability, which is especially beneficial to clients with large capital gains, severance packages, withdrawals from their IRA or are in a high tax bracket. Below are some of the strategies we recommend:
- Oil and Gas Investments
- Municipal Bonds
- Tax Credits
- Annuities
Note: These investments have varying degrees of risk.
CONTACT US: 2435 E. Southlake Blvd • Suite 120, Southlake, TX 76092 • (817) 717-3812
Toll Free (866) 407-4320 • Fax (817) 416-6585 • BTillotson@VirtusWealth.com
Toll Free (866) 407-4320 • Fax (817) 416-6585 • BTillotson@VirtusWealth.com
Securities & Advisory services offered through VSR Financial Services, Inc., a Registered Investment
Adviser and Member FINRA & SIPC. Virtus Wealth Management is independent of VSR.
Adviser and Member FINRA & SIPC. Virtus Wealth Management is independent of VSR.
