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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.

10 Reasons to Partner with Virtus Wealth Management

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  • 10 Reasons to Partner with Virtus Wealth Management

by | Jan 11, 2024

1.     We are purposeful.

We have a clear mission to serve our clients and help them pursue their goals. We want to do great work for our clients. We stake our business on doing the right thing, and we expect that success will follow.

2.     We are empathetic.

We believe we cannot effectively serve our clients without genuinely relating to them.  To serve them well, we put ourselves in our clients’ shoes and work to understand what matters most to them.

3.     We are authentic.

We reveal our true selves to our clients by connecting with them using our own personal stories.  We are purposefully transparent and vulnerable to build trust and foster real communication.

4.     We are intellectually curious.

We continuously search for the most robust solutions for our clients and are always on a path of professional improvement.  We are lifelong learners, open to new ideas and committed to sharpening our technical knowledge and skills.

5.     We are personally inquisitive.

We work hard to uncover what’s truly meaningful to our clients.  We try to master the personal side of advice by asking probing questions to better understand our clients’ views on money and life before creating a plan.

6.     We are quiet.

We listen more than we talk.  We believe active listening encourages our clients to reveal their deeper thoughts, spark creativity, and promote self-discovery.

7.     We are passionate.

Our desire to do well for others drives constant improvement. A strong sense of conviction to do right for our clients compels us to improve and ultimately enhance the value clients receive.

8.     We are entrepreneurial.

We run our firm as a business and plan strategically for the future. We believe we can better serve our clients by running a successful firm. Just as we encourage financial responsibility in our clients, we apply a high standard to managing our own enterprise.

9.     We are honest.

We set realistic expectations about controllable actions and probable outcomes. While the best advice may not be easy to hear, we do our best to communicate essential truths about money and investing so that our clients have realistic expectations about their wealth.

10. We are disciplined.

We don’t let market swings or media messages drive impulsive actions.  We know the importance of preparing our clients to navigate changing markets and apply discipline at crucial times, which we believe can lead to a more enjoyable and promising financial journey.

Contact us online to partner with Virtus Wealth Management or call us at 817-717-3812 or 866-407-4320

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