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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.


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.

2017 Outlook

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  • 2017 Outlook

by | Jan 25, 2017

Now that 2017 is in full swing, your Virtus Wealth Management Team would like to wish you a happy, prosperous New Year! Looking back, 2016 was an exciting and uncertain year with the election at the forefront.  The results were unexpected by Wall Street and dramatically affected the market at the end of the year.  The question now is where do we go from here.

Our 2017 Outlook is complete and will be mailed out in February.  Please watch your mail for it because it will give insight into:

  • How do we think Trump’s policy will affect the market overall?
  • What do we expect for domestic stocks?  Are domestic valuations an   issue?  Are there opportunities in specific sectors?
  • Currently, international stocks are under-valued relative to domestic stocks. Do we see opportunities there?
  • We are now in a rising interest rate environment. Is fixed income dead?

We look forward to a prosperous 2017. Virtus Wealth Management is grateful for many things, especially our great relationships with you.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Investing involves risk including loss of principal. Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.

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