Financial Advisor & Retirement Planner in Southlake TX

We know financial planning and investing can be a complicated (and sometimes stressful) topic for many people, but it does not have to be. As a Certified Financial Planner (TM) practitioner, Our primary focus is not only on helping you reach your financial goals, but helping you understand your path to financial independence. We will talk to you about your finances in a language that makes sense. At Virtus Wealth Management, we are independent and have no in-house investments. This allows us to simplify the marketplace and offer unbiased advice. It is with the mindset of a fiduciary that he will help you make smart, informed financial decisions. Our "planning first attitude" leads to recommendations that revolve around a written financial plan, not a sales agenda.


Financial Advisor Near Me
Best Financial Advisor Near Me

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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Southlake TX Certified Financial Advisor

VWM-Financial Advisor-2 Southlake Certified Financial Advisor Financial planning and investing can seem complicated for some people. As a Certified Financial Planner practitioner, our primary goal is to help you achieve your financial goals and also to help you understand the path to financial independence. We will discuss your finances with you in a way that makes sense. Virtus Wealth Management is independent. We do not have any in-house investments. This allows us to offer impartial advice and simplify the market. Fiduciary mentality will allow him to help you make informed and smart financial decisions. The "planning first" attitude leads to recommendations that are based on a written financial plan and not a sales agenda. Financial Advisor Southlake - Virtus Wealth Management. Take a look at this new post on our GMB page. #FinancialAdvisorSouthlake #WealthManagerSouthlake #VirtusWealthManagement https://t.co/9sB5kiBiMd pic.twitter.com/C3qOHUNr
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Introduction

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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
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