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Wealth Management is a life-long pursuit that has to start somewhere. We believe that starting point is precisely wherever you stand today.
Selecting a financial advisor can be a difficult task. Your financial situation is complex and trusting someone with your money is trusting someone with your future. This is not a job we take lightly. Ultimately, mutual trust is the key to a successful relationship between you and your advisor. It is important that your financial advisor truly knows your life, your family, your goals, and anything else that makes you, you.
If you are seeking a financial advisor or financial advice, we want to invite you in to our office for a complimentary consultation so you have the opportunity to get a better understanding of who we are and what we can do to help you and your specific situation.
What to Expect In Your First Meeting
This hour-long consult is your meeting. You let us know what it is that you want to discuss and strive to achieve. This is your opportunity to ask questions, talk about your goals and priorities, as well as getting to know our team and our values.
You are welcome, but not required, to bring any information that pertains to your individual situation such as:
- Bank Statements
- Investment Statements
- Insurance Policies
- 401(k) Statements
- Employee Benefit Information
- Tax Returns
After reviewing your situation, we will offer ideas and possible solutions to your questions or concerns. You will walk away from this meeting with a clear understanding of the services we offer to fit your needs, the costs associated if you decide to work together, and next steps.
If after your first meeting you feel the relationship isn’t a good fit, our goal is still for you to receive some insight and direction during the consultation. There is no cost or obligation and the information you receive is yours to do with as you please. If your needs would be better served by another professional (attorney, CPA, etc.), we will offer to provide referrals. Even if you are currently working with an advisor, you may benefit or feel more confident with a second opinion from our team.
To assist you in finding a financial advisor that best-suits your needs, we have compiled a list of questions and red flags to consider, which you can find on our website here.
Connect With Us Today
Take the first steps in scheduling your complimentary consultation with our advisors by filling out the form below. Someone from our office will contact you to confirm the specific date and time. You can also call our office at (817) 717-3812.
Who We Help
There is no predetermined benchmark or criteria that you must reach to let you know it’s time to partner with a financial advisor. 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.
We understand that everyone lives life in their own unique way and not everyone is working to achieve the same milestones. Everyone has different dreams, different interpretations of ‘financial freedom’, and different plans for the future. There are no absolute truths when it comes to investing and your finances; no rule book of set instructions that would financially benefit every person at every stage of his or her life. Here is where we can help.
Our advisors have the education and the years of experience in order to provide you with the facts needed to make the right choices for you and your family. We help you coordinate and unify the financial decisions in your life, so that those decisions complement each other and strive to produce enhanced results. Our goal is to help you get from where you are today to where you want to be in the future.
What to Expect Going Forward
Your first meeting with Virtus Wealth Management is just the beginning of an ongoing relationship and process. Once you decide to work with one of our advisors, you can expect:
- Accessible, one-on-one financial advice from experienced professionals.
- Personalized recommendations and solutions within your tailor-made, stress-tested financial plan to pursue your goals and address your needs.
- Multiple review meetings annually to ensure we stay connected and on track as your life and assets change.
- Secure access to your investments, important documents, and more anytime and anywhere with The Virtus Portal and Virtus Vault.
Whether or not you choose to partner with our team, you can get the latest investment insights, tips, and strategies from our advisors direct to your inbox with our twice monthly e-newsletter – The Virtus View. Sign up at the bottom of this page. In addition, past Virtus View articles can be read here on our blog.