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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.

Let Us Help You With Your Retirement Planning

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  • Let Us Help You With Your Retirement Planning

by | Mar 4, 2019

Is retirement just around the corner or is it still years away? I have learned a lot over my career assisting clients as they navigate their finances throughout their 40’s and 50’s and well into their 80’s and 90’s. Notably, retirement planning is much more than setting money aside.

Here are the most common, unplanned for issues facing retirees today:

  • Retiring from something and not to something. Retirement is not necessarily doing nothing. Retirement is doing what you want to do, when you want to do it and only if you want to do it. Doing nothing is hard for many people. What are you planning to do in retirement? Travel or maybe garden? It’s up to you to decide.
  • “Twice the husband and half the money.” Sometimes spouses are not prepared for the amount of time spent together once both spouses are home and retired. It is perfectly normal to enjoy a little alone time. Do you and your spouse have different interests and hobbies? Do you plan to eat three meals a day together? This is something for both spouses to consider and should be included in your retirement planning discussions.
  • Having only half a plan. I have heard it said that retirement is like “climbing a mountain”. Mountain climbers not only plan how they are going to scale a mountain, they also plan on how to get down the mountain. I believe that much time is spent on how to accomplish retirement or “cushion the mountain”, but yet very little time is spent on the transition in retirement. How do you plan to get down then mountain? This planning can make a big difference financially.

Lastly, it has become apparent to me that you need to do what you want to do in your 60’s and 70’s as it is likely you won’t be doing it in your 80’s. This is not because you don’t have the money but because you are 80! You don’t want to sleep through the whole gondola ride and have no memory of how beautiful Italy is!

Financially, mentally, and emotionally preparing for retirement are all important. We have advisors who specialize in all these aspects of retirement planning and we would love to sit down with you to develop or even review your retirement plan. To schedule a meeting, call our office at 817-717-3812. Start planning today so you can sit back, relax and enjoy your retirement to the fullest!

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