Discover Our Services

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.

Connect With Us

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.

Change

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  • Change

Are You Ready For a Change?

Our advisors partner with you to ensure you have:

A Reliable Partner

Someone who is with you every step of the way

In-depth Risk Education

Understanding what you could lose through volatility

Resources to stay informed

You are informed with ongoing and relevant information on a timely basis

A Financial Plan That Empowers You

You will gain confidence in your financial future and goals

Partner With A Firm That Feels Like Family

Stay connected as your life, assets and goals change.

You can now access:

Our Virtus View

Get the latest investment insights, tips and strategies to help you live your best financial life with our e-newsletter

Newsletter

Riskalyze

Quantify your risk with our interactive quiz.

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Call (817-717-3812) or contact us to schedule a complimentary consultation.

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What We Do

Wealth Management is much more than managing assets. Our mission is to provide innovative, sophisticated and highly customized wealth management solutions and financial advice that address all facets of your finances.

Today’s economic conditions and uncertain financial markets require the savvy investor to go beyond traditional boundaries. 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. As a full-service wealth management and financial planning firm, we offer clients financial advice, estate planning, investing strategies, retirement planning, risk management, asset management and personalized service.

Call (817-717-3812) or contact us to schedule a complimentary consultation.

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