As a client of Virtus Wealth Management, you join a community of individuals who are, or want to be, educated, empowered and involved in the planning of their financial futures. This is a community of individuals who are smart enough to take control of their financial future and establish a partnership with Brian, Chuck, Karen or Mark, your Southlake financial planning team. Through this partnership, we provide you the means to actively participate in a holistic approach to your finances that allows you to maximize the efficiency of your wealth.
Join a community of individuals who are, or want to be, educated, empowered and involved…
What We Do
Wealth Management is much more than managing assets. Our mission is to provide innovative, sophisticated and highly customized wealth management solutions that address all facets of your finances.
Today’s economic conditions and uncertain financial markets require the savvy investor to go beyond traditional boundaries. At Virtus Wealth Management, we help our clients prepare for a financially-secure future by developing long-term strategies that focus on the “big picture” versus short-term gain, thereby managing risk. As a full-service wealth management firm, we offer clients financial advice, investing strategies, asset management and personalized service.