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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.

Rate Your Risk

What's Your Risk Number image - Southlake, Texas offices of Virtus Wealth financial advisors
Are you sure you truly understand the risk you are accepting? What should you expect your downside losses to be if you desire a 6%, 8%, or 10% return? Have you ever tested your risk level?

In order to develop a personalized investment plan suited to you and your financial future, we need to better understand how much risk you are willing to take. The old way — stereotyping investors based on their age — just doesn’t work. Neither does stereotyping investors with subjective semantics. The words “moderately conservative investing” may mean something different to you than it does to me.

That is why we utilize something called the “Risk Number” – a quantitative way to pinpoint how much risk you want, how much risk you actually have in your portfolio, and how much risk you need to take to reach your goals.

The old way of assessing risk simply doesn't work. Your Your Risk Number not only helps our advisors develop your unique investment plan, it also helps set expectations for what can be anticipated for your portfolio. Keeping track of your investments this way helps you to understand that any six month result that falls within the range is right on track. This enables you to hang in there with confidence, even if markets are volatile.

The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains.

Then we offer a complimentary consultation for you to learn more about our team and how we can use your Risk Number to build a unique plan you are comfortable with using our Connect Wealth Process . If you are interested in a review of your current portfolio and investment strategy, we also provide professional, written second opinions for a nominal fee. Contact us today.

IMPORTANT: The projections or other information generated by Riskalyze regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results of this tool may vary with each use and over time. Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance. No strategy assures success or protects against loss. Investing is subject to risk which may involve loss of principal. Riskalyze is not affiliated with LPL Financial.

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