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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.

Risk Management

Photo of Josh Hubman in Southlake, Texas offices of Virtus Wealth financial advisorsThere are two great common errors in risk management; either being over-insured or under-insured. It is inefficiency in your wealth plan that is very common. We utilize a dynamic model with a goal to protect your wealth from being eroded by:

– income taxes
– inflation
– market fluctuation
– fees
– claims from creditors
– and other costs

This wealth management tool checks the efficiency of your wealth to insure you are not over or under insured covering all facets of risk management, including but not limited to your life, property and casualty, disability, long-term care, and umbrella insurances.

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