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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.

Halloween Fun

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  • Halloween Fun

by | Oct 31, 2017

At Virtus Wealth Management, we like to celebrate the holidays! Fall is in full force, and Halloween is here. To help us all get into the spirit, here are a couple of fun traditions that you could do with your family, grandkids, friends and neighbors.

1) Halloween Boo Bags – The Halloween Boo tradition is ring-and-run at its finest. You put together a bag of treats or candies, include a Halloween Boo poem, leave it on your neighbor or friend’s doorstep, ring and RUN! What’s not to love!?!? Get the party started in your neighborhood!

2) Visit a Corn Maze – Before it gets too chilly, have fun getting through (or not) a winding corn maze. It’s a great way to welcome autumn, and, even though you might get lost for a while, you’ll have lots of fun and that’s what it’s all about, isn’t it!?!? You might want to try Hall’s Pumpkin Farm in Grapevine …

3) Get Crafty … with Food – Festive treats that are easy to make, fun to look at, and even more fun to eat are definitely the way to go ANY time of the year! Enjoy making and eating these with your grandkids, friends or family. I don’t think they get much easier than this!

Rice Krispie Treat Pumpkins
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Mini Chocolate Donut Spiders
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Watch for Amy and I to make these and post them on Happy Halloween!

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