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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.

Wealth Management

Investment Management

Retirement Planning

Goal-Based Planning

Tax Planning

Risk Management

Estate Planning

Gifting

Corporate Benefits

Cryptocurrency

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Today’s economic conditions and uncertain financial markets require the savvy investor to go beyond traditional boundaries.

Resources

Our mission is to provide innovative, sophisticated and highly customized wealth management solutions and financial advice that address all facets of your finances.

Account Access

Videos

Guides

Rate Your Risk

Complimentary Consultation

What A Financial Advisor Can Do For You

How To Choose A Financial Advisor

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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.

Our Fiduciary Oath

Our Team

Our Credentials

Our History

Our Process

Our Fees

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Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.

Latest Post

The Debt Ceiling – Crisis or Fearmongering?

Déjà vu all over again. We have been here before, specifically in 2011. I am referencing a debt...

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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.

Retirees

Pre-Retirees

Established Adults

Young Adults

All Life Stages

Business Owners

Executives

Women

Sudden Wealth

Inheritance

Sales of a Business

Divorce

Sudden Wealth Syndrome

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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.

Contact Us

 817-717-3812 |  866-407-4320

Virtus Wealth Management

2535 East Southlake Blvd., Ste. 100
Southlake, TX 76092