Now that the markets and economy has stabilized and estate sizes may have changed, as well as the...

Someone who is with you every step of the way
Understanding what you could lose through volatility
You are informed with ongoing and relevant information on a timely basis
You will gain confidence in your financial future and goals
Get the latest investment insights, tips and strategies to help you live your best financial life with our e-newsletter
Quantify your risk with our interactive quiz.
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.