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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.

Wealth Management

Investment Management

Retirement Planning

Goal-Based Planning

Tax Planning

Risk Management

Estate Planning

Gifting

Corporate Benefits

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Today’s economic conditions and uncertain financial markets require the savvy investor to go beyond traditional boundaries.

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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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What A Financial Advisor Can Do For You

How To Choose A Financial Advisor

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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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What Is in a Title Part Two

In my last article, I discussed the importance of proper titles in regards to qualified accounts,...

What Is in a Title

I cannot stress the importance of you passing this article and the second in the series on to your...

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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.

Retirees

Pre-Retirees

Established Adults

Young Adults

All Life Stages

Life Stages Quiz

Business Owners

Executives

Women

Sudden Wealth

Inheritance

Sale of a Business

Divorce

Sudden Wealth Syndrome

Invest in Your Momentum with Virtus Wealth Management

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Invest in Your Momentum with Virtus Wealth Management

Jul 31, 2020

Invest in Your Momentum with Virtus Wealth Management Morning Momentum with Coffey

Morning Momentum with Betti Coffey
Invest In Your Momentum!
With Brian Tillotson, CPWA®

Betti sits down with Brian Tillotson, Certified Personal Wealth Advisor at Virtus Wealth Management, to talk about the value of investing in your own personal momentum and how making small changes in your life today can lead to your own unstoppable momentum tomorrow.

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Invest in Your Momentum with Virtus Wealth Management

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Virtus Wealth Management

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Who We Help

Invest in Your Momentum with Virtus Wealth Management

Invest in Your Momentum with Virtus Wealth Management Morning Momentum with Coffey

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