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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.

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Today’s economic conditions and uncertain financial markets require the savvy investor to go beyond traditional boundaries.

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Our mission is to provide innovative, sophisticated and highly customized wealth management solutions and financial advice that address all facets of your finances.

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We tailor everything to each of our clients’ specific needs so that each client can pursue his or her different goals.

Virtus Wealth Management

Virtus Wealth Management is the product of a 2016 merger between two well-established Texas wealth management firms.

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Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.

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Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.

Who We Help

At Virtus Wealth Management, we believe we can help you no matter what age you are, what life stage you are in, or how much money you are working with. We want you to feel educated, empowered, and involved in the planning of your financial future.

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There is no predetermined benchmark or criteria that you must reach to let you know it’s time to partner with a financial advisor.

Virtus Wealth Management

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.

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Join a community of individuals who are, or want to be, educated, empowered and involved in the planning of their financial futures.

We are financial advisors bound by a fiduciary standard when providing advisory services here at Virtus Wealth Management. When you become a fiduciary, the law requires you to manage the person’s assets for their benefit—and not your own. Because fiduciaries work in their clients’ best interests, they can only recommend financial strategies that fully benefit a specific client’s economic situation. So no matter what you are working towards, weather that be buying your first home or retirement, we can create a plan for you. Our goal is to get you from where you are today to where you want to be in the future.

What We Do

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.

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What A Wealth Manager Can Do For You

At Virtus Wealth Management, we believe we can help you no matter what age you are, what life stage you are in, or how much money you’re working with.

Rate Your Risk

Are you sure you truly understand the risk you are accepting? What should you expect your downside losses to be if you desire a 6%, 8%, or 10% return? Have you ever tested your risk level?

How To Choose A Wealth Advisor

There are a few different titles that those in the financial industry traditionally market themselves under: financial advisor, financial planner, or wealth manager.

Complimentary Consultation

One hour may change your life! Take control of your financial future with a complimentary one-hour consultation with your choice of any advisor at Virtus Wealth Management.

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.