Financial Advisors - Southlake, TX - Financial Planners

Southlake Financial Planners & Wealth Management

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.

Why You Need a Financial Planner

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.

Financial Advisors Help You Navigate Your Future

Financial Planning - 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.

FINANCIAL ADVISOR & RETIREMENT PLANNER IN SOUTHLAKE TX

WEALTH ADVISORS

We are a comprehensive wealth and retirement planning firm dedicated to helping successful individuals reach their financial goals. We work to ensure that your finances are positioned to work for you during your working years, into retirement, and beyond. With the guidance of Mills Wealth Advisors, our clients are able to LIVE CONFIDENTLY.

RETIREMENT PLANNING

So, it’s time to begin retirement planning? The last 5 to 10 years before you officially retire are the most critical time for preparation. We believe that working one-on-one with a financial advisor can help create a path of success during your retirement. Too many retirees ultimately run out of their savings. They do not plan adequately enough. We can help ensure you live comfortably, without having to secure a part-time job, through professional retirement planning services!

FINANCIAL ADVISOR

Whether you’re planning for your retirement, saving for college tuition for the children, or hoping to ease the burden on your family in the future, financial planning strategies work miracles. We can design an individualized approach to help you achieve your financial goals. We’ll also monitor your progress, ensuring you remain on course always. No other financial advisor can offer the same level of dedication or commitment!