“Numbers never lie, after all; they simply tell different stories depending on the math of the...

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