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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.

Connect With Us

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.

Connect With Us

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.

Welcome

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  • Welcome

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

We partner with you every step of the way

We connect with you through our Connect Wealth Process™

Call (817-717-3812) or contact us to schedule a complimentary consultation.

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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.

Call (817-717-3812) or contact us to schedule a complimentary consultation.

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