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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.

Temperature Check!

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  • Temperature Check!

by | Jun 10, 2021

Well, we made it through 2020 and now through the first quarter of 2021!  Yippee!!!  We are well on our way to getting the country vaccinated and, hopefully, squashing COVID-19 like a bug.  In the meantime, we will keep wearing masks and continue to get our temperatures checked to keep everyone safe along the way.

That said, it may be a time for “temperature check” of your finances.  Why not!?!?  You, the world, and your finances have been through a lot in the last year.  Many, many things have changed.  Let’s use 2021 to be proactive, take control, and address symptoms before they take a turn for the worse.  Let’s be prepared.

How confident are you in …

  • Your life insurance coverage?
  • Your financial plan?
  • Your portfolio’s ability to mitigate risk and keep up with inflation?
  • Your tax management strategies?
  • Your estate documents?

Congratulations if your confidence level is at 98.6!  If not and you would like a temperature check, Virtus Wealth Management is here to help.  We partner with our clients to proactively take charge, set goals, create a plan, and work together to implement it.  Let us use our experience to help you adjust for 2021.

 

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