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Virtus Wealth Management Southlake TX

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What We Do

Our Vision

As a client of Virtus Wealth Management, you join a community of individuals who are, or want to be, educated, empowered and involved in the planning of their financial futures. This is a community of individuals who are smart enough to take control of their financial future and establish a partnership with Brian, Chuck, Karen or Mark. Through this partnership, we provide you the means to actively participate in a holistic approach to your finances that allows you to maximize the efficiency of your wealth.

 

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Our Expertise

Hours

Monday–Friday, 8:30AM–5:00PM

Holidays we observe

New Year’s Day, MLK, Jr. Day, Washington’s Birthday, Good Friday, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Christmas Day

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Securities offered through LPL Financial, Member FINRA/SIPC.

Investment advice offered through Level Four Advisory Services, a registered investment advisor. Level Four Advisory Services and Virtus Wealth Management are separate entities from LPL Financial.

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