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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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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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CUSTOMER SERVICE…REALLY?

CUSTOMER SERVICE…REALLY?

I have always taken pride in providing customer service.  I have been told I am anal and a bit of...

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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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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.

Balancing Confidence and Volatility

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  • Balancing Confidence and Volatility

by | Jan 14, 2016

Please find in the link below a letter from Burt White, who is the Chief Investment Officer at LPL. I thought you would find the information interesting.

Letter from Burt White

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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