Southlake Financial Planner | Wealth Manager | Financial Advisor

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. 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...

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. 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.



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.

Our History
Delivering the Support and the Financial Guidance You Need

We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.

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