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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.

How Can Doctors Overcome These Common Issues?

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  • How Can Doctors Overcome These Common Issues?

by | Apr 1, 2021

Surgeons, radiologists and physicians have been a significant part of my clientele over the years.  The primary issues for these doctors and issues that I get a great pleasure partnering with them to resolve are:

  • The many years of education you have completed to secure your specialty is now exposed to risks of disability, death and retirement when your income stops. What is the best way to reduce your risk?
  • How do you protect future earnings with your own occupation and residual disability insurance? There are fewer and fewer companies that provide this coverage than in years past.  Who provides the most coverage for the least premium?
  • Have you planned for the loss of the “money machine” due to unexpected death? The family loses out on future earnings and years invested in education due to death.
  • Have you thought about asset protection? We live in a very litigious society and our objective is to demonstrate how you can protect your assets without risking bankruptcy.
  • Retirement Planning is always questioned. There are two issues here:today’s taxes and tomorrows taxes in retirement. Accumulated monies can be taxable, tax deferred, tax fair.  Which would you prefer?

If you are looking to expand your knowledge on some or all of these issues listed above, call our office at 817-717-3812 and one of our financial advisors would love assist you.


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