Discover Our Services

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.

Connect With Us

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.

Connect With Us

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.

Connect With Us

Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.

Latest Post

Get in touch

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.

Healthcare Costs and Heath Savings Accounts

  • $
  • Healthcare Costs and Heath Savings Accounts

by | Jun 3, 2024

We at Virtus Wealth Management take pride in offering multiple services through all stages of life, i.e. young adults, established adults, pre-retirees, and retirees.

I would like to discuss a concern retirees have… healthcare costs. Articles have been written and surveys taken expressing retirees have more concern for healthcare costs than running out of money and inflation.

With that in mind, let me suggest for our established adults and pre-retirees health savings accounts (HSA).

An HSA is a tax advantaged medical savings account available to U.S. taxpayers with a high deductible health insurance plan. HSAs allow individuals to pay for current qualified expenses and save for future medical expenses tax-free.

I have personally used an HSA for me and my wife since they initially became available. It has helped pay some health expenses along the way and is now grown to a significant tax-free account available should we need it.

I would recommend checking with your health care provider or calling our office at 817-717-3812 if you would like more information.

Let’s Connect

Contact Us
Would you like to subscribe to The Virtus View, our twice monthly e-newsletter?