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.

Resources

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.

Connect With Us

There is no predetermined benchmark or criteria that you must reach to let you know it’s time to partner with a financial advisor.

Our Services

  • $
  • Our Services

What We Do

Wealth Management is much more than managing assets. Our mission is to provide innovative, sophisticated and highly customized wealth management solutions and financial advice that address all facets of your finances.

Today’s economic conditions and uncertain financial markets require the savvy investor to go beyond traditional boundaries. 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. As a full-service wealth management and financial planning firm, we offer clients financial advice, estate planning, investing strategies, retirement planning, risk management, asset management and personalized service.

Today’s economic conditions and uncertain financial markets require the savvy investor to go beyond traditional boundaries. At Virtus Wealth Management, 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. As a full-service wealth management firm, we offer clients financial advice, investing strategies, asset management and personalized service.

We are well-prepared to help you address life’s most important financial questions:

How may I reduce my taxes? | How do I save for retirement? | How do I begin estate planning?

Virtus Wealth Management takes a balanced and diversified approach when customizing investment portfolios. We accomplish this by allocating investment dollars among different classes of securities – this includes stocks and bonds, in addition to alternative investments, depending upon a client’s individual circumstances. We believe it is important not to rely solely on the stock market to help clients work toward their financial goals.

In addition, Virtus Wealth Management is an independent firm and as such, has no proprietary investments. This means that we are able to work for you without pressure to use investments that benefit a firm rather than our valued clients.

Start planning your financial future today. Learn more. Live better.

Diversification does not eliminate the risk of market loss. Investing involves risks, including loss of principal and fluctuating value.

Let’s Connect

Contact Us