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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.

Medicare Help

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  • Medicare Help

by | Nov 29, 2017

The holidays are upon us now and, coincidentally, so is the annual Medicare Open Enrollment period!  As most of you know, Virtus Wealth Management is a full service wealth management firm, and we pride ourselves on helping our clients with all aspects of their financial life.   Our holistic approach coordinates and unifies financial decisions, so that those decisions complement each other and produce enhanced results.  We look at the big picture and assess the factors that are unique to each, individual situation.

This includes Medicare.

  • If you are currently enrolled in Medicare and have questions about the open enrollment period, we can help you.
  • If you are nearing your 65th birthday and have questions about enrolling in Medicare, we can help you.
  • If you missed your initial or special Medicare enrollment period, we can help you.

A fragmented approach to finances, including health care, leads to inefficiencies that can erode your financial future.   Please contact us if you would like personalized Medicare guidance, unique to your situation.  We are here to help you.

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