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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.

Financial Health

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  • 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.

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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.

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