For our retired and pre-retirees, I wanted to share some insights to the cost of healthcare in the...
Life Stages Quiz
Please be patient, the form may take 15-30 seconds to load.
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.
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.
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.
Connect With Us
Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.
Latest Post
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.
