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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 Process

Wealth management is more than just investment advice – it includes all aspects of a client’s financial life. Clients benefit from a holistic approach by working with a wealth manager to coordinate and unify the decisions in their financial life, so that those decisions complement each other and produce enhanced results.

We developed a proprietary process that allows us to look at the big picture and assess all the factors that affect your unique situation. By bringing all of the various pieces together we will create a tailor-made, stress-tested plan that ensures you are confident in the potential of your financial future.

Virtus Wealth Management and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation. No strategy assures success or protects against loss.

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