Virtus Wealth Management

Virtus Wealth Management

Financial planner 5.00(9 reviews) 2535 E Southlake Blvd # 100, Southlake, TX 76092, United States

Photos of Virtus Wealth Management

Virtus Wealth Management
Virtus Wealth Management

Virtus Wealth Management business numbers & email addresses

Email addresses

Not available.

Phone number
+18177173812

Location & directions

2535 E Southlake Blvd # 100, Southlake, TX 76092, United States

Service hours

Tuesday8:30 AM–5 PM
Wednesday8:30 AM–5 PM
Thursday8:30 AM–5 PM
Friday8:30 AM–5 PM
SaturdayClosed
SundayClosed
Monday8:30 AM–5 PM

Customer experiences

Larry DavisLarry Davis

From my first call with Jennifer Bennett of Trajan Wealth the experience has been easy and seamless. She took time to insure I'll fully understood every detail and that it was the best plan for what I am looking for.both near and long term. I will recommend Trajan to my friends and colleagues.

James NelsonJames Nelson

I met with Jagger for my first annual account review. It could not have gone any better. He went over everything to-date, but also pointed out some additional wealth management options that I’m very excited about. I really just thought this would be a formality, but I was completely wrong. It was well worth the time.

Robert SmithRobert Smith

Trajan does what they say they will do, very professional. My advisor Arrin Simpson is the best I have ever worked with.

Tom SlavikTom Slavik

Excellent knowledge, communication, and performance from my Portfolio Mgr, T.K. I’m a current client and not compensated for this review.

Virtus Wealth Management is a financial planner.

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