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.

Resources

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.

Connect With Us

There is no predetermined benchmark or criteria that you must reach to let you know it’s time to partner with a financial advisor.

Complimentary Consultation

Photo of waiting room in Southlake, Texas offices of Virtus Wealth financial advisorsOne hour may change your life! Take control of your financial future with a complimentary one-hour consultation with your choice of any advisor at Virtus Wealth Management. Not only will you receive professional advice and a comprehensive analysis, but here are the top 10 benefits you may gain immediately:

  1. How you may be able to turn market losses into tax benefits
  2. How you may be able to reduce or eliminate tax on your hard-earned social security
  3. Strategies that aim to lower risk and increase return of your overall portfolio
  4. How you may be able to implement tax effective strategies for accessing funds from your 403b, 401k or IRA
  5. How you may be able to increase your investment income
  6. How you may be able to defer or eliminate taxes on your investments
  7. How you may be able to simplify your financial affairs and enjoy the “golden years” more
  8. How you can guarantee that your wishes will be carried out upon death
  9. How you may be able to optimize return by being more diversified
  10. How you may have more money to save or spend

There is no obligation following the consultation – contact us today for an appointment.

Investing involves risk including loss of principal. No strategy or plan assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Virtus Wealth Management and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.

Let’s Connect

Contact Us