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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.

Goal-Based Financial Planning

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  • Goal-Based Financial Planning

by | Jan 16, 2023

Tell us your goals, and we’ll tell you your number.  When do you want to retire?  How much do you want to spend?  How much risk do you want to take?  Let’s do this.

Sadly, 41% of GenXers agreed with the statement that “given certain challenges, it’s going to take a miracle to retire securely,’’ according to the 2021 Natixis Global Retirement Index.  GenXers are my people (born 1965-1980), and this statistic is obviously unacceptable.

There are challenges ahead like:

  1. Rising interest rates making it difficult to generate income and costly to diversify with bonds.  You can read more about this in Brian’s article The Conservative Catch 22.
  2. Rising inflation which may erode purchasing power. You can read more about this in Brian’s article Inflation:  Transitory or Here To Stay?

These worries are understandable and that’s exactly why goal-based financial planning is important.  It may not take a miracle, but it will take a plan!  We are here to help.  According to DALBAR, Inc., 73% of clients who work with an advisor said they have an estimate of what they’ll need for retirement versus 45% of those who are going it alone.

Our Connect Wealth Process  will help us help you connect all of the financial pieces of your life together, gain synergy, give you hope, and develop a plan so you know what to do to make your retirement dreams a reality.  No miracle required.

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Call us today at 866-407-4320 to learn more about our services and how we can help you.

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