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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.

2020 The Year Of Balance

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  • 2020 The Year Of Balance

by | Mar 9, 2020

Like the numbers of the actual year itself, 2020, I declare 2020 the year of balance!  Balance is important to most areas of life like eating, sleeping, working, exercising, etc.  The list goes on and on.   Extremes in any area are NOT good.

  • If you over exercise, you’ll injure yourself.
  • If you over eat, you’ll probably eventually be over-weight.
  • If you over sleep, you’ll miss out on life.
  • If you over work, you’ll miss out on life and be stressed.

The same applies to investing!  You knew that was coming, didn’t you?

  • If you invest too little, you limit your future freedom.
  • If you invest too much, you limit your day to day freedom.
  • If you over concentrate in one area, you’re taking excess risks.
  • If you under concentrate in one area, you’re missing other opportunities.

Extremes in any one area of investing (and life) can cause you to be out of balance and, ultimately, impact the other areas.  Balance in life and investing are key.  So, let’s get 2020 started with balance.

  • Investing and Exercise – Endurance Events!
  • Investing and Eating – Portion Control!
  • Investing and Sleeping – Consistency Saves the Day!
  • Investing and Working – Leave it to the Professionals!

All investing involves risk including loss of principal. No strategy assures success or protects against loss. Past performance is no guarantee of future results. There can be no guarantee that strategies promoted will be successful and no guarantee of positive results.

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