Southlake TX Certified Financial Advisor

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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.


Our first priority is to help you care for yourself and your family. We will get to know you and your family, as well as your goals and fears. Our success is based on long-lasting relationships that allow for open and honest communication.


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


Southlake TX Financial Advisor & Retirement Planner

Financial advisors provide financial advice to their clients and help them eliminate risk and build wealth. They evaluate the client's risk tolerance, unique needs, and long-term goals. Then, they guide the client towards the best financial plan, retirement plan, or education plan. as necessary. Find out more about the role and benefits of a financial adviser.

We are financial advisors in Southlake, TX. Our firm offers comprehensive financial planning services to those of all wealth levels. From creation, to implementation, to ongoing monitoring of your financial plan, we provide personal service and pride ourselves on educating our clients along the way. All our services are provided on a Fee Only basis, which means we receive no commissions or fees on any financial products or strategies recommended. This provides refreshing objectivity and peace of mind in the financial planning process. We offer a no cost, no obligation "get acquainted" meeting to make sure we are a great fit for you. We would be honored to talk with you about our services.

Whether you’re planning for your retirement, saving for college tuition for the children, or hoping to ease the burden on your family in the future, financial planning strategies work miracles. We can design an individualized approach to help you achieve your financial goals. We’ll also monitor your progress, ensuring you remain on course always. No other financial advisor can offer the same level of dedication or commitment!

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Financial Advisor & Retirement Planner in Southlake TX

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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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