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.
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.
We tailor everything to each of our clients’ specific needs so that each client can pursue his or her different goals.
Virtus Wealth Management is the product of a 2016 merger between two well-established Texas wealth management firms.
Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.
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I have always taken pride in providing customer service. I have been told I am anal and a bit of...
Wealth management is more than just investment advice – it includes all aspects of a client’s financial life.
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.
July 31, 2020
