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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.

Your Life Connected

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  • Your Life Connected

by | May 1, 2019

If there’s one thing that’s constant in life, it’s change. There are “seasons” of life just like “seasons” of the year. We can even relate life to the “quarters” of a football game like Matthew McConaughey (1st quarter, 2nd quarter, 3rd quarter, 4th quarter). What season / quarter are you in?

There are different events and activities that occur throughout the seasons / quarters of life.
Have you had any big changes in your life?

  • Did you buy a house?
  • Did you have a baby?
  • Did you change jobs?
  • Did you have a new grand baby?
  • Are you getting closer to retirement?
  • Did you get married?
  • Did you retire?!?!?!

Spring is in the air … a time of change, rebirth and growth. It’s also a great time to talk to your financial advisor, revisit your goals and your long-term plan, and discuss any changes in your life or circumstances. Out with the old, and in with the new! This will allow you to make sure that your plan accurately reflects where you are now and where you want to be.

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