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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.

Bailey Phy

Bailey Phy

Administrative Assistant

The newest member of the Virtus Wealth Management family, Bailey Phy started with the company July of 2022. She is currently enrolled at NCTC, working her way towards a Computer Technology degree.

In her role as Administrative Assistant, Bailey is excited to meet and build relationships with our clients along with assisting with the company’s communications. Bailey’s goal is to provide lasting dependability for all of the clients here at Virtus Wealth Management.

Bailey is from Flower Mound, Texas and enjoys cooking, seeing movies, and reading a good book next to her cat, Creed.

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