Financial Health

Time for a Financial Health Check Up

Virtus is here for you

Let us use our experience to help you face adversity and prepare for the unexpected. You too can confidently overcome unprecedented times.

Let’s check for symptoms

Let’s check for symptoms and proactively address them in the face of uncertainty.

Do you have a compressive wealth plan that keeps your heart rate steady?

Are future tax changes already affecting your blood pressure?

Does your portfolio’s volatility cause you insomnia?

Are you putting off your estate planning like you are those healthy habits?

Let us use our experience to help you face adversity and prepare for the unexpected. You too can confidently overcome unprecedented times.

What We Can Do for You

Meet face to face with our advising team today. Schedule a financial checkup unique to you!

Call (817-717-3812) or contact us to schedule a complimentary consultation.

Contact Us!

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Financial Planning - What We Do

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.

Call (817-717-3812) or contact us to schedule a complimentary consultation.

Let’s Connect

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