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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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Investment Management

Retirement Planning

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Tax Planning

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Estate Planning

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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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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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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...

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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.

Retirees

Pre-Retirees

Established Adults

Young Adults

All Life Stages

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Business Owners

Executives

Women

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Inheritance

Sale of a Business

Divorce

Sudden Wealth Syndrome

Invest in Your Momentum with Virtus Wealth Management

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Invest in Your Momentum with Virtus Wealth Management

by Virtus Wealth Management | Jul 31, 2020

Invest in Your Momentum with Virtus Wealth Management Morning Momentum with Coffey

Morning Momentum with Betti Coffey
Invest In Your Momentum!
With Brian Tillotson, CPWA®

Betti sits down with Brian Tillotson, Certified Personal Wealth Advisor at Virtus Wealth Management, to talk about the value of investing in your own personal momentum and how making small changes in your life today can lead to your own unstoppable momentum tomorrow.

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Invest in Your Momentum with Virtus Wealth Management

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Virtus Wealth Management

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Invest in Your Momentum with Virtus Wealth Management

Invest in Your Momentum with Virtus Wealth Management Morning Momentum with Coffey

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