Virtus Wealth Management

Financial planner in Southlake, TX (show on map)

5.0

★★★★★

11 reviews

Southlake independent financial advisors offering wealth management, investment management, retirement planning, and more.

Call (817) 717-3812

Navigate to Visit website

About

At Virtus Wealth Management, we help 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. Our services include wealth management, investment management, retirement planning, goal-based planning, tax planning, risk management, estate planning, gifting, corporate benefits, and cryptocurrency. We

serve retirees, pre-retirees, established adults, young adults, all life stages, business owners, executives, women, sudden wealth clients, inheritance, sale of a business, divorce, and sudden wealth syndrome.

Fiduciary standard

Comprehensive wealth management solutions

Customized strategies for high net worth individuals

Innovative use of technology (Virtus Portal, Virtus Vault)

Diverse credentials of team members

Services

Wealth Management

Comprehensive wealth management solutions addressing all facets of clients' finances.

Holistic financial planning Risk management Estate planning Gifting Corporate benefits Cryptocurrency

Investment Management

Management of investment portfolios tailored to client goals.

Asset allocation Portfolio rebalancing Tax optimization

Retirement Planning

Planning for a secure retirement through comprehensive strategies.

Retirement income analysis Social Security optimization Tax-efficient withdrawal strategies

Goal-Based Planning

Financial planning focused on achieving specific life goals.

Education funding Home purchase planning Legacy planning

Tax Planning

Strategies to minimize tax liability and maximize after-tax returns.

Tax-loss harvesting Tax-efficient investment strategies Estate tax planning

Risk Management

Identifying and mitigating financial risks.

Insurance planning Asset protection Risk assessment tools

Credentials & Certifications

CPWA®

CFP®

ChFC®

CLU®

CRPC®

Reviews

Rating

★★★★★

Reviews

"Karen and the crew have been diligent in handling our account."

Frequently Asked Questions

What is the difference between a financial advisor, financial planner, and wealth manager? +

The distinction among these titles can be murky for consumers. Virtus Wealth Management provides a detailed explanation on their website, highlighting that wealth managers often focus on comprehensive, long-term strategies for high net worth individuals, while financial advisors and planners may have broader or more specific scopes.

What credentials do your wealth managers hold? +

Our wealth managers hold the following credentials: CPWA®, CFP®, ChFC®, CLU®, and CRPC®. These designations cover advanced wealth management, financial planning, risk management, life insurance underwriting, and retirement planning, respectively.

How does the Virtus Portal benefit clients? +

The Virtus Portal provides a one-stop shop for clients to view all financial accounts, policies, and plans in one place. It allows monitoring of investments, secure storage of important documents, goal setting, and real-time access to the entire financial picture, with mobile access for on-demand management.

What areas do you serve? +

Virtus Wealth Management serves Southlake and surrounding areas including Argyle, Arlington, Bedford, Carrollton, Colleyville, Coppell, Dallas, Denton, Euless, Flower Mound, Fort Worth, Grapevine, Haltom City, Haslet, Hurst, Irving, Justin, Keller, Lake Dallas, Lewisville, North Richland Hills, Roanoke, Southlake, and various zip codes within Tarrant and Denton counties.

What is the significance of the CPWA® designation? +

The CPWA® (Certified Private Wealth Advisor) designation focuses on advanced techniques for sophisticated, high net worth individuals, teaching advisors how to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. It requires continuous advanced wealth management knowledge.

How does the Virtus Vault enhance document management? +

The Virtus Vault allows secure storage of important files, organizing them into folders, and sharing selectively with advisors. It provides a more secure and faster alternative to email or cloud technology for exchanging documents, forms, and reports.