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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.

Our Credentials

When you partner with Virtus Wealth Management, you will work directly with one of our financial advisors as your central point of contact. However, you will also have a team of wealth managers working together behind the scenes to support your needs. It is our combined expertise and team work that allows us to provide exceptional service, investment, planning, and risk management advice.

Phot of Virtus Wealth Management credentials on the wall at their Southlake, Texas office

Our credentials include the following: CPWA®, CFP®, ChFC®, CLU®, and CRPC®. That’s a lot of letters, but what do they mean?

CPWA® CERTIFIED PRIVATE WEALTH ADVISOR SM

This designation focuses on advanced techniques for sophisticated, high net worth individuals. It teaches financial advisors how to identify and analyze complex challenges and develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. This certification requires commitment to continuously attain advanced wealth management knowledge to stay armed with the skills and strategies to guide clients through complex issues.

CFP® CERTIFIED FINANCIAL PLANNERTM Certification

The CFP® mark is offered – and governed – by the Certified Financial Planner® Board of Standards in Washington, DC. Certified financial planners work with individuals to meet short- and long-term financial goals. They understand complex legal and financial documents and are knowledgeable of financial laws and legal restrictions. Certified financial planners also have a good command of investments and security planning, estate planning, tax planning, employee benefits planning and insurance planning.

ChFC®CHARTERED FINANCIAL CONSULTANT®

The Chartered Financial Consultant® (ChFC®) credential was introduced in 1982 as an alternative to the CFP® mark. This designation has the same core curriculum as the CFP® designation, plus two or three additional elective courses that focus on various areas of personal financial planning. The biggest difference is that it does not require candidates to pass a comprehensive board exam, as with the CFP®.

CLU® CHARTED LIFE UNDERWRITER

The CLU® is widely considered to be the most respected insurance designation in the industry. This designation was created in 1927 by the AmericanCollege in Bryn Mawr, Pa. The CLU® has traditionally been pursued by agents who wish to specialize in life insurance for business or estate-planning purposes.

CRPC® CHARTERED RETIREMENT PLANNING COUNSELORSM

The CRPC® program focuses on client-centered problem solving. Each financial advisor gains in-depth knowledge of individuals’ needs both before and after retirement. The program covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more.


Our Wealth Managers also have various securities registrations, Texas General Lines Insurance Agent certifications, and are registered representatives with LPL Financial.

To read more about each of our financial advisors, their credentials and their professional backgrounds, visit Our Team.

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