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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.

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Virtus Wealth Management

Our website is here to provide you with a high-level view of what we do.

We tailor everything to each of our clients’ specific needs so that each client can reach his or her different goals. We are happy to assist you in addressing any questions or concerns you may have, just give us a call.

Should I Choose A Financial Advisor Near Me?

Virtus Wealth Management is an independent, fiduciary wealth management firm located in Southlake, Texas. A growing number of our clients are located across the United States. We are proud to leverage various technologies that enable us to provide all of our clients with the personal attention they deserve. Whether it’s an in-person, phone, or Zoom meeting you prefer, contact us to meet with one of our advisors today.

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817-717-3812 | 866-407-4320

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