Virtus Wealth Management

Description

• At Virtus Wealth Management we truly care about transforming our clients long-term dreams into realities. More importantly, we believe it can only be accomplished through mutual participation and limiting our clientele to those willing to be involved in the process. We will do everything within our power to encourage, empower, and educate clients so that together we succeed. We pride ourselves on providing an atmosphere of trust and warmth, which we believe encourages communication and results in a successful partnership.Mission StatementTo strive for continued excellence in helping clients toward obtaining their financialgoals based on an in-depth understanding of their values and objectives, and by using sound practical strategies of wealth management.Virtus Wealth Management is an independent wealth management firm with no proprietary products or investments, thereby offering the strategies best 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. Securities offered through LPL Financial, Member SIPC, www.sipc.org.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 I am/we are registered to do business, pleasevisit http://www.virtuswealth.com.
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  Headquarters: , Southlake, Texas, United States

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  Employees:4

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  Revenue:$0 - 1M

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  Legal Name:Virtus Wealth Management

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• |  NAICS Code: 523110  |

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