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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.

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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.

Wealth Management

Photo of Karen Spence, CRPC® and Josh Hubman, CFP® in offices of Virtus Wealth financial advisorsSuccessful wealth management extends beyond financial planning and investing. Wealth management is, by definition, a holistic approach to understanding and providing solutions to all of the major financial challenges of an investor’s financial life. We strive to help each client reach his or her specific financial goals with an in-depth understanding of their values and objectives, and by using sound practical strategies of wealth management.

Three essential components of true wealth management (finanical planning is a part of that):

  • A goal-based process
  • Customized choices and solutions
  • Client partnership

As a wealth manager, we focus on your total wealth by seeking strategies to:

  • Reduce taxes
  • Reach financial goals
  • Preserve wealth
  • Achieve legacy goals

Our approach allows us to look at the big picture and assess all the factors that affect your unique situation. A fragmented approach to finances leads to inefficiencies that can erode your financial future. More specifically, we would miss important key components that will affect not only our approach to your finances, but also the outcome. By bringing all of the various pieces together we will create a tailor-made, stress-tested plan that ensures you are confident in the potential of your financial future.

Virtus Wealth Management is an independent Southlake wealth management firm with no proprietary products or investments, thereby offering the strategies well suited to a clients’ needs. We provide professional financial planning advice with regard to taxes, investments, insurance, estate planning, pensions, retirement planning, IRA rollover, capital needs analysis, business succession planning, asset management, and general financial advice. Most importantly, we focus on your financial goals so you can focus on living your life.

No strategy assures or protects against loss.

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