Discover Our Services

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.

Wealth Management

Investment Management

Retirement Planning

Goal-Based Planning

Tax Planning

Risk Management

Estate Planning

Gifting

Corporate Benefits

Cryptocurrency

Connect With Us

Today’s economic conditions and uncertain financial markets require the savvy investor to go beyond traditional boundaries.

Resources

Our mission is to provide innovative, sophisticated and highly customized wealth management solutions and financial advice that address all facets of your finances.

Account Access

Videos

Guides

Rate Your Risk

Complimentary Consultation

What A Financial Advisor Can Do For You

How To Choose A Financial Advisor

Life Stages Quiz

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.

Our Fiduciary Oath

Our Team

Our Credentials

Our History

Our Process

Our Fees

Connect With Us

Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.

Latest Post

Healthcare In Retirement…For Real

For our retired and pre-retirees, I wanted to share some insights to the cost of healthcare in the...

CUSTOMER SERVICE…REALLY?

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

Get in touch

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.

Retirees

Pre-Retirees

Established Adults

Young Adults

All Life Stages

Life Stages Quiz

Business Owners

Executives

Women

Sudden Wealth

Inheritance

Sale of a Business

Divorce

Sudden Wealth Syndrome

Contact Us Old

Contact Us

Virtus Wealth Management

Our website is here to provide you with a high-level view of what we do.

We tailor everything to each of our clients’ specific needs so that each client can reach his or her different goals. We are happy to assist you in addressing any questions or concerns you may have, just give us a call.

Contact Us

 817-717-3812 |  817-795-1095 |  866-407-4320 |  817-416-6585

Virtus Wealth Management

2535 East Southlake Blvd., Ste. 100
Southlake, TX 76092