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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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Virtus Portal

The Virtus Portal is your one stop shop to view all of your financial accounts, policies and plan in one place. You can monitor your investments, securely store important documents, set goals and easily track your progress. This gives you on-demand, real-time access to your entire financial picture and overall financial health. And with mobile access to The Virtus Portal, you can manage your finances whenever you want, from wherever you are.

The Home Page provides a complete overview of everything within your portal. You can quickly and easily see your accounts, goals, net worth and your total investments.

Virtus Wealth Account Access Page Image

The Organizer Page is where you go to link accounts held outside of Virtus Wealth Management such as bank accounts, savings, 401(k)s, etc. This allows you to connect and track every aspect of your finances in one secure place. Here you can view the financial facts that you have shared with us in the past. You can also add or update your income, expenses, and savings, as well as tell us of any future expenses or financial priorities.

The Goals Page is where you can monitor your financial outlook and see if you are still on track to meeting your goals.

The Investments Page allows you to view the investment accounts that you have linked to the portal. With interactive charts and detailed summaries, you can track investment performance and view individual holdings.

 

The Virtus Vault

The Virtus Vault is a key feature of The Virtus Portal which allows you to safely store all of your important files and access them from anywhere. You can organize your documents into folders and easily find what you’re looking for with the search tool. In addition, you can elect to keep some folders private while sharing others with your advisor. This makes it easy for you and your advisor to exchange documents, forms, and reports in a way that is more secure than email or cloud technology and faster than FedEx.

Going digital with important documents can help bring you some peace of mind. Here is a storage checklist to get you started:

  • Personal Documents: Driver’s License, Passports, Birth Certificate, Social Security Info (it’s great to have digital copies when traveling or incase something gets lost or stolen!)
  • Media: Video Recordings, Photos, Audio Recordings
  • Legal Documents: Wills, Deeds, Trusts, Buy/Sell agreements, Marriage License, Title to Home/Auto/Boat
  • Tax Documents: Tax Returns & W-2 Forms, Pay Stubs,
  • Employment Benefits, Insurance Policies

Access Your Virtus Portal and Virtus Vault Here

Account View

Account View is where you can view the accounts that are held at LPL Financial with your Virtus Wealth Management advisor. This website allows you to access your quarterly and tax statements from LPL Financial, request to receive paperless statements, and view account values.

LPL Financials’ Account View platform also has an app, that way you can access your accounts at all times with just the click of a few buttons on your phone. The Account View app is available on both Android and Apple devices and requires the same login information as when logging in to the Account View website from a computer. To download Account View on your mobile device please visit the following link or search “LPL Account View” in the app store.

Access Account View on the Web Here

Download The Account View App for iPhone Here

Download The Account View App for Android Here

Other

Access Eqis Account View Here

For assistance establishing your access or resetting your password to one of the accounts above, please contact Braedan Hudson at (817)717-3812 or bhudson@virtuswealth.com.

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