Virtus Private Wealth | Wealth Management | Austin, Texas

Virtus Private Wealth Management

If you're an accomplished entrepreneur, you have unique financial needs. You've spent significant resources and taken risks creating your wealth.  If you've had a liquidity event or are in the process of a liquidity event, protecting your wealth is your first objective, but you're also interested in maximizing your resources.

Virtus Knows Entrepreneurs

Virtus works with entrepreneurs who have a minimum of $5 million in net worth (inclusive of closely held interests) to help them judiciously achieve their objectives with flexibility and simplicity.  We spend a significant amount of time and resources getting to know our clients and their families to help them:
  • protect the wealth they've created
  • gain peace of mind regarding their complete financial picture, including both liquid and illiquid assets
  • plan for a divestiture
  • minimize taxes
  • create a legacy for the next generation
  • maximize philanthropic activities

We are the complete financial partner for accomplished entrepreneurs.

Accomplished entrepreneurs possess complex, interrelated financial situations complete with illiquid or closely held assets.

Virtus Private Wealth  is a diverse team of experts who provide clarity, direction and opportunities in a variety of customized investment services specifically for successful entrepreneurs. 

Based in Austin, Texas and serving clients in the United States and abroad, Virtus’ independence from particular products or services means that Virtus’ recommendations are based solely on the individual client’s best interest.
Contact Us
(512) 891-1203
or click here to send us an email
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Virtus Private Wealth is the complete financial partner for accomplished entrepreneurs.
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This web site is provided for informational purposes only and does not constitute a solicitation or offer, or recommendation, to buy or sell any security. The information provided on this web site is for personal, non-commercial use only. Virtus Private Wealth is not providing specific investment advice to any individual viewing the content of this web site and does not represent that the services described herein are suitable for any specific investor. You should obtain relevant and specific professional advice before making any investment decision.