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.


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.

Life Insurance At Every Stage Of Life

  • $
  • Life Insurance At Every Stage Of Life

by | Feb 7, 2023

Life Insurance is an important part of financial planning and not something to be overlooked.  Take a look at the different stages of life below to go over some of the benefits of Life Insurance.


Ensure your debts won’t be passed to your family. If you’re taking care of aging parents or a special-needs sibling, care can continue uninterrupted.


As you begin your lives together, you’ll likely incur joint financial obligations. Protect your spouse or partner with adequate life insurance.


Many couples rely on two incomes to make ends meet and single parents may be their children’s one-and-only. Life insurance is critical at this point.


If you’re still building your retirement nest egg, life insurance ensures that if something happens to you, your spouse or partner can still live comfortably in retirement. If you are already retired, life insurance can be a “permission slip” to spend some of your principal assets as the tax-free death benefit will replace those assets.

At Virtus Wealth Management we have advisors here that specialize in insurance and would be more than happy to discuss this with you further.  We can look at your current policies and give you a second opinion on the value they add to your financial plan or we can make recommendations for you.  If you would like to know more about life insurance feel free to call us at 817-717-3812.  We look forward to hearing from you!

Let’s Connect

Contact Us
Would you like to subscribe to The Virtus View, our twice monthly e-newsletter?