
Virtus Wealth Management
Photos of Virtus Wealth Management


Virtus Wealth Management business numbers & email addresses
Not available.
Location & directions
2535 E Southlake Blvd # 100, Southlake, TX 76092, United States
Service hours
| Tuesday | 8:30 AM–5 PM |
| Wednesday | 8:30 AM–5 PM |
| Thursday | 8:30 AM–5 PM |
| Friday | 8:30 AM–5 PM |
| Saturday | Closed |
| Sunday | Closed |
| Monday | 8:30 AM–5 PM |
Customer experiences
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.
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.
Trajan does what they say they will do, very professional. My advisor Arrin Simpson is the best I have ever worked with.
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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