financial planners in southlake texas

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.

The financial world is changing rapidly. For many, having a financial advisor to navigate through the financial planning process has become a necessity. These days there are so many financial investment products available that even financial professionals admit they don’t know them all.

People used to invest almost exclusively in financial products that were readily available through local financial advisors or banks. Today people are turning to financial advisors for advice on what financial products are best suited for them. This makes financial planning more complicated than ever before.

The financial world has changed so much over the last several years that people are now questioning if financial advisors are really necessary anymore. That is just not the case at all, financial advisors are still needed. While financial products have improved and diversification has become easier, it’s also becoming more complex to establish your financial goals and determine what financial products are needed to pursue those goals. The financial world is much different than it was just a few years ago, financial advisors can help you navigate through all of this.

Meet Our Team Our Process Getting Started

Join a community of individuals who are, or want to be, educated, empowered and involved...

The financial world has changed so much over the last several years that people are now questioning if financial advisors are really necessary anymore. That is just not the case at all, financial advisors are still needed. While financial products have improved and diversification has become easier, it's also becoming more complex to establish your financial goals and determine what financial products are needed to reach those goals. The financial world is much different than it was just a few years ago, financial advisors are still the only people who can help you navigate through all of this.

What We Do

Wealth Management is much more than managing assets. Our mission is to provide innovative, sophisticated and highly customized wealth management solutions and financial advice 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, your Southlake independent financial advisors, 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 and financial planning firm, we offer clients financial advice, estate planning, investing strategies, retirement planning, risk management, asset management and personalized service.

Wealth Management with Character,
Moral Strength and Excellence

Virtus is Latin in origin – defined as having character, excellence, and worth. These values form the foundation of our business and our partnership with you.