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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.


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.

Five Common Issues Business Owners Can Overcome!

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  • Five Common Issues Business Owners Can Overcome!

by | May 7, 2019

Business Owners, We Can Help!

Not only have business owners been a large part of my clientele throughout my career as a wealth advisor, but I’m a business owner myself. Since 1974, I have been helping clients reduce the stress of managing complex financial affairs. I know firsthand that that is what owning a business can be – stressful. Exciting and very rewarding, but stressful and sometimes overwhelming.

Here are five common issues business owners can overcome:

  1. How to use business dollars to protect the business and the business owner(s).
  2. Properly addressing risk. It is easy but precarious to believe that the business would keep paying the owner if that owner becomes disabled. Even if the company keeps paying the owner, they may very well be taxed twice. Proper planning can help prevent this.
  3. If there are “key” people in the business in addition to the business owners, can it be expected that significant revenue would be lost should the “key” people be lost? Would it potentially cause the business to fail?
  4. How to keep excellent employees? What make-up of employee benefits are most effective for both the owners and employees?  Is there a mix between wasteful and rewarding?
  5. Proper succession planning and buy-sell arrangements. How to secure the value built up after years of hard work? Who determines the value of your company, is it the owners or the IRS?  Corporate stock purchase or cross purchase arrangement, which would be best for your business?  How much does the owner want taxed?  All of these need to be considered when succession planning.

I have partnered with business owners to assist them in resolving all of these issues and more over the years. We can help you answer these questions above, call our office to schedule an appointment with one our financial advisors today at 817-717-3812.

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