Reference
Disclosures
The notices that govern everything we publish: who we are, how we are registered, and how to read what you find here.
Virtus Wealth Management LLC ("Virtus Wealth") is a Registered Investment Advisor ("RIA"), located in the State of Missouri. Virtus Wealth provides investment advisory and related services for clients nationally. Virtus Wealth will maintain all applicable registration and licenses as required by the various states in which Virtus Wealth conducts business, as applicable. Virtus Wealth renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Insurance sales are offered through Virtus Financial Group, LLC. No client is under any obligation to purchase any insurance product. No statements made shall constitute tax, legal, or accounting advice. You should consult your own legal or tax professional on any such matters.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax, legal or investment advice. Please consult the appropriate professional for specific information regarding your individual situation. Some of this material was developed and produced for marketing purposes to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Virtus Wealth Management LLC has been listed on the Better Business Bureau website since November 2022. The grade given to Virtus Wealth Management LLC is based on several factors including customer reviews, customer complaints, and time in business, among others. Compensation has been provided to the Better Business Bureau to be graded and listed on their website.
The BBB rating is not indicative of future performance or client experience. Ratings may not be representative of all client experiences.
Registration does not imply a certain level of skill or training.
Our registration record is public: see the firm’s Investment Adviser Public Disclosure listing (CRD #317832) and our Virtus Financial Group BBB Business Review. Our Client Relationship Summary is on the Form CRS page.
The Virtus Effect
The Virtus Effect describes our planning approach: five questions answered as one coordinated plan. It is not a forecast, a performance figure, a measurement, or a guarantee of any outcome.
Educational content
Educational material on this site is general in nature and is not individualized advice. Consult us about your own circumstances before acting.
Questions about any of this?
Ask before you engage. We would rather over-explain than assume.
It costs nothing, and nothing is owed when the hour is over. You leave knowing where you stand, whether or not we ever speak again.
For those within five years of retirement or already there, with $1 million or more set aside. No cost. No obligation.