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Toll Free (866) 407-4320
Toll Free (866) 407-4320
Financial Events
Click here for information about our upcoming client events and educational seminars.
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.
Wealth Management
Our primary focus is to maximize current wealth while preserving capital. We personalize each client’s wealth management plan using goal-based planning and focusing on risk management. Our goal is to protect retirement savings from common pitfalls including inflation, undue market risk and poor planning.
As a wealth manager, we focus on your total wealth:
- Strategies to reduce taxes
- Strategies to reach financial goals
- Strategies to achieve legacy goals
- Strategies to preserve wealth
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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.
