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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.

Congratulations! Josh Hubman, CERTIFIED FINANCIAL PLANNER™

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  • Congratulations! Josh Hubman, CERTIFIED FINANCIAL PLANNER™

by | Jun 6, 2017

We are proud to announce that Virtus Wealth Management’s own, Josh Hubman, Wealth Management Assistant, has completed all requirements and has been Josh Hubman, CFP®, Director of Financial Modeling, Virtus Wealth Managementauthorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

Only 21% of all financial advisors in the industry can claim this distinction, according to a 2015 survey by Cerulli Associates, Inc. – a leading independent research company. We would urge those who have not yet laid out a long term financial plan, or have not updated your plan in several years, to reach out to us here at V&E Wealth Management to work with a certified and experienced financial planner. It is never too late to start planning.

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