As a client of Virtus Wealth Management, you join a community of individuals who are, or want to be, educated, empowered and involved in the planning of their financial futures.
Our advisors establish valued partnerships with the individuals, professionals, multi-generational families, and business owners they work for. Through this partnership, we can provide you the means to actively participate in a holistic approach to your finances that seeks to maximize the efficiency of your wealth.
With over 100 years of collective experience, we have learned that wealth management is much more than managing assets. That is why we provide a holistic approach, in order to bring simplicity and confidence to our clients’ lives. Our experienced and innovative team of advisors are specialized in tax planning, estate planning, retirement/cash flow planning, life and disability insurance, pensions, IRA/401(k) rollovers, roth conversions, as well as portfolio management.
To learn more about our team and how we can help you, we offer complimentary consultations. If you are interested in a second opinion, we provide professional, written reviews for a nominal fee. To schedule, give us a call at (817) 717-3812 or visit our website at www.virtuswealth.com.
Disclosures:
Virtus Wealth Management is an independent wealth management firm with no proprietary products or investments, enabling us to offer tailored strategies well suited to the needs of our clients, not others.
Securities offered through LPL Financial, Member SIPC. Investment advice offered through Level Four Advisory Services, a registered investment advisor. Level Four Advisory Services and Virtus Wealth Management are separate entities from LPL Financial.
Third party posts found on this profile do not reflect the views of LPL and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which we are registered to do business, please visit www.virtuswealth.com
Company Details
- Employees
- 8
- Founded
- -
- Address
- 2535 E Southlake Blvd,
- Phone
- 817-795-1095
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.virtuswealth.com
- Keywords
- Wealth Management, Financial Planning, Tax Planning, Risk Management, Estate Planning, Asset Management, Retirement Planning, IRA and 401(k) Rollover, ROTH Conversion, Asset Protection, Life Insurance, Disability Insurance, Long Term Care Insurance, Social Security Planning, Medicare Planning, Business Succession Planning, Capital Needs Analysis, Pension Advice.
- HQ
- Southlake, Texas
Virtus Wealth Management Questions
Virtus Wealth Management's helpline number is 817-795-1095
Virtus Wealth Management's website is http://www.virtuswealth.com
Virtus Wealth Management's LinkedIn profile is https://www.linkedin.com/company/virtuswealthmanagement
Virtus Wealth Management has
8 employees.
View email and phone details for 8
employees at Virtus Wealth Management.
Virtus Wealth Management's industry is
Financial Services
Virtus Wealth Management's top competitors are
Hfs Wealth Management,
Cd Wealth Management,
Gds Wealth Management,
Aspen Wealth Management,
Bfg Wealth Management,
Sammons Wealth Management,
Murphy & Sylvest Wealth Management,
Leap Wealth Management,
Quadcap Wealth Management, Llc,
Strittmatter Wealth Management Group.
Virtus Wealth Management's categories are Financial Services
Virtus Wealth Management's founding year is 2001
