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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.

Kailyn Jones

Kailyn Jones

Administrative Assistant

Kailyn Jones recently joined the Virtus Wealth Management team as the Administrative Assistant. Kailyn hopes to start college to study Library Sciences. Before joining the team, Kailyn served in the United States Marine Corps as a Legal Service Specialist.

As the front desk Administrative Assistant, Kailyn looks forward to being the start of our client’s journey to success. Kailyn takes pride in her organization and timeliness, and plans to utilize her skills in her duties while being on the Virtus Wealth Management team. Kailyn is excited to learn the different aspects of finance and getting to know each one of the clients and put them on the path of having a great experience.

Kailyn was born in Jacksonville, Florida but has moved to multiple areas during her time in the military, including being stationed overseas. Kailyn recently got married to her husband, Avery, in 2021 and they now live in the North Richland Hills area with their dog, Henry. Growing up, Kailyn spent a lot of her time in the Girl Scouts and as an adult became a valuable volunteer. In fall on 2023 she will be a Girl Scout for over 20 years! Kailyn’s other hobbies include reading and writing with the hopes of becoming an author.

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