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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.

Giving is Good For You… Really!

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  • Giving is Good For You… Really!

by | Feb 1, 2021

Giving is powerful! When you give to others, research shows you are more likely to reduce your stress levels, improve your mood and boost your social connections. Studies show people are happier when they spend money on a gift for others instead of one for themselves. When you give to others, your brain responds as though you were the one who received the gift! The endorphins you feel can be compared to a runner’s high or chowing down on your favorite food. Positive feelings associated with giving stick around for about two hours. Not only will you want to give more, but the person who receives your gift is also inspired to give.

What do all of the most successful people have in common? They’re givers! Here are some things you can freely do for others to help give your way to greatness:

Time: Find what you value and prioritize your day around that. Be present, and focus on the current conversation instead of thinking into the future.

Energy: Adopt a positive mindset and attitude and communicate that to others. You’ll inspire them to do the same!

Smile: Even if your day hasn’t been great, giving a genuine smile to those you meet can bring happiness to others!

Patience: This helps you slow down, empathize and show the recipient grace. When you find yourself struggling here, take a few breaths and count to ten to gain some new perspective.

Compliments: There’s nothing like an authentic compliment! When you compliment someone, tell them why you like that particular thing and ask a question about it to show your interest.

We are here to help you give in whatever way you prefer. If monetary donations are your preference, we can discuss the many benefits of Qualified Charitable Distributions (QCDs). Here at Virtus Wealth Management, we are thankful for the partnership we have established with you! If there is anything we can do to better serve you and your family feel free to give me a call at 817-717-3812.

Happify, “The Science of Giving: Why Being Generous is Good For You”


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