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 investor’s financial life. We strive to help each client reach his or her specific financial goals with an in-depth understanding of their values and objectives, and by using sound practical strategies of wealth management.

Three essential components of true wealth management:
A goal-based process
Customized choices and solutions
Client partnership


As a wealth manager, we focus on your total wealth by seeking strategies to:
Reduce taxes
Reach financial goals
Preserve wealth
Achieve legacy goals

Our approach allows us to look at the big picture and assess all the factors that affect your unique situation. A fragmented approach to finances leads to inefficiencies that can erode your financial future. More specifically, we would miss important key components that will affect not only our approach to your finances, but also the outcome. By bringing all of the various pieces together we will create a tailor-made, stress-tested plan that ensures you are confident in the potential of your financial future.

Virtus Wealth Management is an independent wealth management firm with no proprietary products or investments, thereby offering the strategies well suited to a clients’ needs. We provide professional financial planning advice with regard to taxes, investments, insurance, estate planning, pensions, retirement planning, IRA rollover, capital needs analysis, business succession planning, asset management, and general financial advice. Most importantly, we focus on your financial goals so you can focus on living your life.

No strategy assures or protects against loss.