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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.

Eden Baggs

Eden Baggs

Client Services Associate

Eden Baggs recently joined the Virtus Team as the new Client Services Associate. Eden is in the process of studying Business and plans to graduate in the summer of 2022.

As the Client Services Associate, Eden is passionate about applying her background in customer service to ensure great relationships with clients. Within a new venture of her career, Eden continues to enjoy learning about the different aspects of finance and getting to know each of the clients to best serve them and their personalized needs.

In her free time Eden enjoys finding and experience different places and things to do with her family. She loves going on vacations to new places and experiencing different cultures and environments.

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