Tax Planning - Southlake Financial Planner | Wealth Manager I Financial Advisor

Tax Planning

Virtus Wealth Management believes that effective tax planning is one of the most neglected components of a successful financial review. We recognize the powerful impact of saving tax dollars and reinvesting them into wealth building assets.

We work with clients to identify methods to lower their tax liability, which is especially beneficial to clients with large capital gains, severance packages, withdrawals from their IRA or are in a high tax bracket. By planning correctly in advance, we can aim to minimize your potential tax liability, while working to maximize your retirement and financial planning from a tax planning perspective.

Virtus Wealth Management and LPL Financial do not provide tax advice or services.

Delivering the Support and the Financial Guidance You Need

We know that these can be frightening times, but we want to assure you that one thing you don’t need to worry about is us supporting you through them. We are committed to offering you financial guidance, regardless of what the upcoming days, weeks, or even months might bring.