Now that the markets and economy has stabilized and estate sizes may have changed, as well as the...
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
- Financial Advising and Planning
- Insurance Analysis
- Estate and Tax Planning
- Roth Conversions
- Investment Strategies & Risk Management
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!
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.
