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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.

Are You Ready for a Change?

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  • Are You Ready for a Change?

by | Mar 31, 2020

Are you unhappy with the lack of communication from your current financial advisor? Did you lose more money than your risk tolerance allows? Does the volatility keep you up at night? Are you worried about your future? Do you have questions on what to do with your 401(k)? Are you tired of your advisor saying “no one could have known,” which is completely irrelevant?

At Virtus Wealth Management, we are committed to:

  • Providing ongoing and relevant information on a timely basis.
  • Ensuring every client knows the risks they are taking so they don’t get blindsided by a market crash like this. It isn’t about who knew or didn’t know, it is about making sure when these crashes happen, you know the risk you are accepting in your portfolio. This isn’t the first or last major market correction we will see which occurred due to unforeseen circumstances. Rate your risk here.
  • Focusing on all aspects of your wealth, including taxes, planning, legacy goals, and risk management.
  • A proprietary milestone planning process – Connect Wealth Process™ which benefits clients by unifying the decisions in their financial life so that those decisions complement each other and produce enhanced results.
  • Helping you improve your life by removing unnecessary stress.

What Do You Have to Lose?

Call us at 817-717-3812 for a free consultation, including a personal and portfolio risk profile.

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