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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.

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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.

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

401k Rollover Services

If you have changed jobs, retired, or have money in a former employer’s retirement plan, determining what to do with your retirement savings can be overwhelming.

Photo of Brian Tillotson, CPWA®, Certified Private Wealth Advisor℠ and Karen Spence, CRPC® in Southlake, Texas offices of Virtus Wealth financial advisorsAs a plan participant leaving an employer, you have four options. Each option offers both advantages and disadvantages and you can engage in just one or a combination.

Your options are:

  1. Leave the money in your former employer’s plan, if permitted
  2. Rollover the assets into your new employer’s plan, if one is available and rollovers are permitted
  3. Rollover to an IRA
  4. Cash out the account value, which is a taxable event

Recent tax law changes have dramatically impacted the options available for retirement savings plans. Tax laws are constantly changing. We update our clients regarding how these changes will impact their retirement savings and how to structure their retirement accounts to take advantage of these new provisions.

If you are uncertain how net unrealized appreciation can impact your 401(k) rollover or how the new tax laws positively impact Roth IRA conversions, we believe it is imperative that you speak with a financial professional before making any rollover decisions.

The information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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