Introduction
What We Do Wealth Management is much more than managing assets. Our mission is to provide innovative, sophisticated and highly customized wealth management solutions that address all facets of your finances. Our Vision 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. This is a community of individuals who are smart enough to take control of their financial future and establish a partnership with Brian, Chuck, Karen or Mark. Through this partnership, we provide you the means to actively participate in a holistic approach to your finances that allows you to maximize the efficiency of your wealth. Wealth Management Wealth Management Successful wealth management extends beyond financial planning and investing. Wealth management is, by definition, a holistic approach to understanding and providing solutions to all of the major financial challenges of an investo