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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.

Retirement Insights – How a financial advisor can help you prepare confidently for retirement.

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  • Retirement Insights – How a financial advisor can help you prepare confidently for retirement.

by | Nov 18, 2022

I ran across the chart below while reading an article about retirement plans. It quickly summarizes feedback from plan participants regarding their confidence level across various aspects of retirement and succinctly shows how working with a financial professional can increase confidence retirement planning.

Notice how the blue bar is further to the right on all rows of the chart. The benefits of having this advice are clear. Participants working with a financial professional experience a positive influence on their behavior and confidence in almost all areas of plan investing, from how much to contribute to what to invest in to whether or not they are on track with their retirement savings.

At Virtus Wealth Management, we work with our clients to establish goals, develop a plan to pursue them, and implement the plan whether their assts are at their 401k, held separately, or both. It’s all a part of the plan. If you are not confident or would like to increase your confidence in your retirement plan, we are here to help.

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