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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.

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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 to Expect from Virtus Views in 2016

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  • What to Expect from Virtus Views in 2016

by | Jan 1, 2016

There are several hot topics in the stock market and global economy as of late, and I’m sure some investors are feeling uneasy.  It can be difficult to sort through the financial news to decide what is real, what are media scare tactics, and what is sponsored content.  To help investors get the facts, I will continue to send out our Virtus View every two weeks for the entire year.  Each Virtus View will touch on a different topic, whether it be current financial and economic events, analyzing the pros and cons of different financial products, personal finance ideas, or estate and tax management issues.  I will strive to keep our readers informed and knowledgeable in many different areas.  Please keep in mind that every Virtus View I write must be submitted and approved by our compliance department before we can send it out, so in some cases it may take a few extra days to publish an article about a current events issue.  I believe my job as an advisor is to make my clients and prospective clients aware of all the different options available to them and share my knowledge and experience so that they can make well informed decisions.  There is no better way to accomplish this than by sitting down and having a conversation, but I will use the Virtus View as an open channel to help get the conversation started.

In just a few weeks, I will be releasing our 2016 Outlook which will be my analysis of the stock market and global economy for the year 2016.  If there are any topics that you would like to learn more about, please let me know, and I will do my best to publish an article on the pros and cons of that issue.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual, nor intended to be a substitute for specific individualized advice.

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