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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.


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.

What Is In-Store for 2014?

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  • What Is In-Store for 2014?

by | Jan 24, 2014

Now that 2014 is in full swing, we here at Virtus Wealth Management would like to wish you a happy prosperous New Year! Looking back at 2013, it was an exciting year for equity investors with gains ranking in the top 12 overall in the last century(I), while the fixed income market has experienced a less remarkable year with uncertainty from the Federal Reserve. With 2013 under wraps, the question moves to what should we expect for the coming year.

We have prepared a short letter outlining our expectations for 2014 and will be mailing these out this week. Keep an eye out for them because it will give insight into:

  • What to expect of domestic stocks. Will the bull rage on?
  • What International markets will shine in 2014? Is emerging market a place to be or will they continue to lag?
  • Will Gold return to new highs? Do we see a 50% increase from current levels?
  • Is Fixed Income dead?

We look forward to a prosperous 2014. Virtus Wealth Management is grateful for many things, including our great relationship with you as well as a very good year in 2013.

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