Find an advisor that will meet with you face to face – even if it is over Zoom during a pandemic.
Virtus is here for you
We would love to meet with you for a complimentary consultation!
More Than Investment Advice
Our mission is to provide innovative and highly customized wealth management solutions that addresses all facets of your finances.
When you partner with one of our advisors you benefit from:
Regular Review Meetings
We meet with our clients quarterly, either face to face, Zoom or conference call – it’s your choice!
True partnership with your advisor
We are available via phone and email whenever you need us or have questions
Financial Planning - What We Do
Wealth Management is much more than managing assets. Our mission is to provide innovative, sophisticated and highly customized wealth management solutions and financial advice that address all facets of your finances.
Today’s economic conditions and uncertain financial markets require the savvy investor to go beyond traditional boundaries. 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. As a full-service wealth management and financial planning firm, we offer clients financial advice, estate planning, investing strategies, retirement planning, risk management, asset management and personalized service.