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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.

Make Your Financial Health a Priority

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  • Make Your Financial Health a Priority

by | Feb 21, 2019

Make Your Financial Health a Priority for 2019

2019 is off and running, and it’s already February. Don’t let that stop you from making your financial health a priority for 2019. You can do it!

In January, 2019, AARP published findings from a survey that showed that, when people made a commitment to putting money towards retirement in 2018, they overwhelmingly followed through. Among those who set a retirement savings goal in 2018, 84% saved at least some money for retirement. That’s great! The problem is that only 40% of respondents set a goal. Yikes! And, of the 60 percent who didn’t set a retirement savings goal, a concerning 40 percent saved nothing for retirement. That’s definitely not so great!

Setting Goals Quote by Tony Robbins

What’s the lesson here? Setting a goal is important! It doesn’t necessarily matter what the goal is … save money, track finances, make a budget, lower debt … any of them will work. The bottom line … setting a specific goal will make you more likely to achieve it.

So, let’s get going! Set a financial goal for 2019 and work towards it. Your financial health will thank you for it.

At Virtus Wealth Management, we partner with our clients as they set their goals and work toward achieving them. We share our expertise and techniques even with small-scale financial decisions to help our clients make progress. Progress is progress, and we are here to help.

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