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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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There is no predetermined benchmark or criteria that you must reach to let you know it’s time to partner with a financial advisor.

Financial Advisor Southlake

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  • Financial Advisor Southlake

Virtus Wealth Management Financial Planner

When you’re looking for a financial advisor in Southlake, Texas, you want to make the right choice because after all, this is your money and your financial future. You want an advisor who can not only help you with financial planning, but also things like investment, retirement, portfolio management, tax planning, and other topics pertaining to your assets. Their knowledge aims to help you make better choices for your future.

At Virtus Wealth Management, we work with clients to determine their investment goals, risk tolerance, time horizon, and other important factors so that advisors can properly provide investment advisory services for them. Our team of investment professionals provides objective research, actionable investment strategies, and ongoing market and economic analysis.

Before you choose a financial advisor, consider these tips to help you find one with the most experience and services to help in all of your financial decisions.

How to Choose the Right Financial Advisor

When you’re looking for a financial advisor, you shouldn’t take a one size fits all approach. At Virtus Wealth Management, we understand this which is why we make sure all of our clients are perfect fits with their advisors.

You need to find a financial advisor who can help you find the best way to reach your goals. Here are some things to look for as you plan and make your decision.

Clients per Advisor

Often, a firm with a lower ratio of clients per financial advisor can serve you better. They can become more in tune with your financial needs and can better help with your financial planning.

Years in Business

You want to choose a financial advisor who works for a company that has been in business for a few years at least. This helps to establish credibility and can help you feel confident that you have someone with experience who you can trust with all of your financial planning.

At Virtus Wealth Management, you’ll find decades of experience in the financial field. The company is a product of a 2016 merger between two well-established Texas wealth management firms. The result is one firm that can serve the financial needs of people in Southlake and beyond. We pride ourselves on our experience as well as our customer service. By getting to know our customers, we can focus on their

financial planning and all of their financial needs.

Know What Services You Want

Some people are only looking for specific services when it comes to financial planning. Knowing what areas you need help with can help to narrow your field and find the financial advisor who is right for you. At Virtus Wealth Management, you’ll find that our team is well-versed and experienced in a variety of financial planning topics. This allows us to serve many customers with their various financial needs.

Fee Structure

Firms can be fee-only or fee-based when it comes to compensation.  Look to see which category your financial advisor falls under, and which scenario suits you and your investments better.

What’s the Difference Between a Financial Advisor and a Financial Planner?

If you’re thinking of hiring a financial or wealth advisor, you may wonder if a CERTIFIED FINANCIAL PLANNER™ can do the same job. There are important differences between the two. It’s important to be aware of these so that you choose the right person for the job.

CERTIFIED FINANCIAL PLANNER™ professionals can help companies and individuals create programs to pursue their long-term financial goals. A financial advisor is a person who helps to manage money, including investment planning, education funding, and other accounts. As you can see, a financial professional can help you with more aspects of your wealth and assets. A financial advisor can also help you plan different aspects like your retirement, estate, and investments. Since they cast a wider net over your money, they can help you with money management over an array of accounts.

Topics a Financial Advisor Can Help You With

Employing the broad resources of Virtus Wealth Management, our advisors can assist with:

Wealth Management

At Virtus Wealth Management, we believe that successful wealth management extends beyond financial planning and investing. Wealth management is a holistic approach to understanding and providing solutions to all of the financial challenges an investor faces. We strive to help all of our clients reach their financial goals by understanding their objectives and by using strategies that will help them manage their wealth.  Our wealth management services focus on strategies that strive to reduce taxes, reach financial goals, preserve wealth, and achieve legacy goals.

Successful wealth management extends beyond financial planning and investing. Wealth management is, by definition, a holistic approach to understanding and providing solutions to all of the major financial challenges of an investor’s financial life. We strive to help each client reach his or her specific financial goals with an in-depth understanding of their values and objectives, and by using sound practical strategies of wealth management.

Retirement  Planning

Our financial advisors aim to help clients better plan for retirement so that they can cover the expenses while still living a comfortable life.  We understand the challenges that come along with retirement and strive to make the planning process as easy as possible with strategies that fit our clients’ lives.

Tax Planning

Many people neglect tax planning, but at Virtus Wealth Management, we know how important it is to save tax dollars and reinvest them into assets that can build wealth. Our financial advisors strive to help clients to find ways to lower their tax liability. This can especially help clients with large capital gains, withdrawals from their IRA, severance packages, or those who are in a higher tax bracket. With the right tax planning, we can help to minimize your potential tax liability while working to maximize your retirement and financial planning.

Estate Planning

Our estate planning services help to ensure our clients’ wishes are honored when they die. We provide wealth preservation strategies for family estate planning as well as private business succession planning.

Risk Management

When it comes to managing risk, we help our clients with two common mistakes of either being over-insured or under-insured. We have a wealth management tool that helps to check the efficiency of your wealth to help ensure that you are not over or under insured.

401K Distribution Options

If you have changed jobs, retired, or have money in a former employer’s retirement plan, determining what to do with your retirement savings can be overwhelming. We’re here to make it an easier transition.

As a plan participant leaving an employer, you have four options. Each option offers both advantages and disadvantages and you can engage in just one or a combination.

Roth Conversion

When it comes to Roth IRA conversion, we help clients move funds from a traditional IRA (pre-tax) to a Roth IRA (post-tax). Clients need to understand the key differences between these two retirement accounts and choose the one that’s best for them.

When Should I Hire a Financial Advisor?

Many people think that they need a financial advisor only as they prepare for retirement. But, the sooner you can start to work with a financial advisor, the better off you may be. It’s often recommended that younger people work with a financial advisor as soon as they can. This can help them get the most out of retirement planning and can also help them save for other milestones in their lives. Working with a financial advisor at a younger age can also help you when it comes to stocks and other investment advice and opportunities.

Get the Right Guidance for You

When it comes to choosing the right financial advisor, you need to decide what area or areas of your finances you want to better manage. Knowing this can save you a lot of time and prevent you from choosing someone who may not be able to help you with your goals.

Many times a financial advisor can help you see something in your accounts that you’ve overlooked or maybe some errors. Either way, you want to have a financial advisor who you trust and one who is there for you to answer questions when you need it.

At Virtus Wealth Management, our team is here to help in many different areas to get you financially prepared the best we can. Our friendly staff cares about every client relationship and is here to answer all of your questions so that you are comfortable with allowing us to help you prepare for your financial future.

Contact Us

If you’re ready to hire a financial advisor in Southlake TX, to help you with all of your financial needs, call Virtus Wealth Management today. Our experienced team is ready to help you get in the best financial shape possible as you prepare for the different stages of your life. Call us today at 817-717-3812 or reach out to us online to meet our team or schedule a complimentary consultation with one of our financial advisors.

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Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA.

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