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Virtus Wealth Management Southlake TX

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What We Do

Wealth Management
Tax Planning
Estate Planning
Risk Management
401k Rollover Services
Roth Conversion

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.

Virtus Wealth Management

2535 East Southlake Blvd., Ste. 100
Southlake, TX 76092
(866) 407-4320 | (817) 717-3812

Hours

Monday – Thursday: 8:30AM – 5:00PM
Friday: 8:30AM – 3:00PM

Holidays We Observe

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

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Securities offered through LPL Financial Member FINRA/SIPC.

Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Virtus Wealth Management and Good Life Advisors, LLC, are separate entities from LPL Financial.

LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arkansas, Arizona, California, Colorado, Florida, Georgia, Louisiana, Michigan, Minnesota, Missouri, Mississippi, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Virgin Islands, Washington, Wisconsin, Wyoming

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